Client Help Center Client Help Center

Purchase Orders & Financial Management

How to Add a Purchase order to a matter
To add a Purchase order: Find the matter that is connected to the PO ...
Adding, Editing or removing a Purchase Order (PO)
This article is best suited to Client Accounts that have the Purchase Or...
How To Edit or Remove a Purchase order on a Matter
To Edit/Remove a Purchase order: 1. Find the matter where you want to ed...
Setting Allocations on a Matter
Allocations allow you to split a matter's charges among varying entities...
Multi-Line Purchase Orders/PO
This article is best suited to Client Accounts that have the Purchase Or...
How To Add a Multi-Line PO to a Matter
Adding a New PO Number with the Multi-Line Feature Access the relevant ...