Page 66 - 3E User Manual- updated 3-2018

Cost Entry (Soft Costs)

Post Cost Entries

• After all the desired cost entries have been entered, they need to be posted.
o Costs can be posted as often as desired.
• To post costs, select the Post All button:

• If the information was entered correctly, the user will be returned to the dashboard and costs will have posted.

Post Issues/Errors

• If there were errors in the information which prohibited posting, the following error message will appear:

• Select OK to be returned to the Cost Entry Screen to see why the entries failed to post.
• In the top left corner of the screen, there will be a Red Circle with a number inside. The number indicates the
number of errors in the cost entries that need fixed.
• Click on the Red Circle to get the specific reasons why the card did not post:

• In this example, the error message says the Matter and Client must exist, be open as of WorkDate and allowed
for Cost Entry. The Matter field is also red, which is another indication of an error. Once a valid matter number
is entered, the error message will disappear. Select Post All again and the entries will post as long as there are
no other issues.
• If there are additional issues, this process needs to be repeated.
• If the information was entered correctly, the user will be returned to the dashboard and costs will have posted.

Cost Entry 3/27/2018