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For training firms' finance: create court-fee payments from case flags

For training firms' finance: create court-fee payments from case flags

Accounting coordinators updating a case's court-fees-paid flag leave matter payments unrecorded, creating reconciliation gaps in cohort billing. This records payments so finance reconciles cohort billing.

For training firms' finance: create court-fee payments from case flags

Overview

Missed court-fee flags create reconciliation gaps and audit exposure for training program billing. This workflow ensures every paid-flag creates a matter-linked payment entry, eliminating missing reconciliation items and giving finance confidence in reporting. Teams report fewer reconciliation exceptions and clearer audit trails.

Notable Features

  • Create matter-linked payment records
  • Attach case references to entries
  • Notify finance and ops promptly

For training firms' finance: create court-fee payments from case flags