Viewing or Editing Existing Accruals Submissions: for Vendors (Law Firms)

You can submit your monthly accruals either manually or in-bulk.

After you or one of your colleagues have submitted accruals, you may want to view or edit the amounts. Keep in mind you will only be able to view accruals for matters to which you have access. For more information on access & permission levels please visit the Account > User Roles & Permissions: for Vendors section of our help center.

 

To view existing entries for this month's accruals period:

  1. Navigate to Menu > Accruals.mceclip13.png

  2. Here, you will see all accrual entries completed by you or your colleagues. If either amount ('Prior Accrual Periods Unbilled' or 'Current Accrual Period Unbilled') shows '0', it means the '0' was manually entered by someone in your firm. If either amount is blank (in pink), no one in your firm has entered an amount. mceclip4.png

  3. You will be able to view the current month's accruals entries up until the last calendar day of the month. After this point, a new accrual period will begin and you will not have access to previous months.

  4. Make sure to click Submit at the bottom of the screen whenever you are submitting your accruals or the system will not save them. To confirm your submissions went through, you will be able to see the changes immediately if you refresh the page.

  5. Your client will have access to accruals entries in the past for reporting on their end.
  1.  

To edit existing entries for this month's accruals period:

  1. Navigate to Menu > Accruals.mceclip12.png

  2. If you would like to edit existing entries, you must do so before the accrual submission window closes. Depending on your client, this could be at any point in the month.
      • You will know that the accrual submission window has closed if the accrual amounts are greyed out. Additionally, the deadline for the accrual submission window is stated at the top of your screen "Accruals Submission Deadline/Closed: [date] [time] [timezone] 23:59:59".mceclip6.png
  3. If the accruals submission window is open, you can update the existing entries either manually or in-bulk as normal.

  4. Make sure to click Submit at the bottom of the screen whenever you are making an edit or the system will not save it. To confirm your submissions went through, you will be able to see the changes immediately if you refresh the page.
Was this article helpful?
1 out of 3 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Have more questions?
Submit a request
Share it, if you like it.