Creating a FoMa Entry
When the interface is enabled, you can create a case file as a transaction in LEXolution.FoMa — using your existing case file along with the required contacts and contact relationships — to manage receivables and handle judicial dunning proceedings.
It doesn't matter whether the transfer happens immediately after the case file is created or at a later point in time.
Transferring Receivables
Receivables from the Collections view can be transferred to LEXolution.FoMa. These are receivables that are transmitted to LEXolution via the external communication interface. Please refer to the Collections section for more details.
Transferring Costs and Payments
If payments have been received or cost entries have been initiated on case files linked to LEXolution.FoMa, you can post these payment or cost transactions to the receivables account in LEXolution.FoMa from the Case Account view.
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