Page 60 - 3E User Manual- updated 3-2018

Cost Entry (Soft Costs)

3) Matter
• If matter number is known, enter and press the TAB key. The client name will then appear in the grayed-out
field just to the right, and the matter name will be just below it.

Reminder: Soft costs should never be charged to non-billable/ overhead matters.

• If the matter number is not known, search by entering the client name or matter name in the Matter field. If
there are multiple search results for the criteria entered, the search results screen will appear. For example,
type SEA into the Matter field to see the following results:

• Choose the matter by selecting the corresponding circle under the Select column, and press the
green Select button in the top right of the search results screen.

• The matter entered must be a valid matter and open for cost entry on the work date entered to make the cost
entry. If not, the following error will appear:
o If the matter appears to be closed and needs opened, notify Accounting to open the matter.

• Once the Cost Type and Matter fields are entered, the following fields will auto-populate if that cost type has a
set rate: Work Currency, Work Rate, Work Amount, Rate Code, Reference Currency, Reference Rate, Reference
Amount, Standard Currency, Standard Rate, and Standard Amount:

Cost Entry 3/27/2018