This module enables you to make payments for the different expenses incurred when handling client matters.

Follow the below steps:

 

1. Log into the system

Log into the system

 

2. Go to “Legal Spend Management” module

Go to Legal Spend Management module

3. Click on “Transactions” sub module

Click on Transactions sub module

 

 

4. Click on “Payment Transactions” link

Click on Payment Transactions link

 

 

5. Payment transaction form will pop out

Payment transaction form will pop out

 

 

6. Fill in all the details in the provided fields as shown in the example below

i.e. date, client, file, description and the amount

Fill in all the details in the provided fields as shown in the example below

 

 

7. Once done click on the Add Item button to add the expense

Once done click on the Add Item button to add the expense

 

 

8. The item will be added as shown in the example below

The item will be added as shown in the example below

 

9. To submit click on the “Execute” button at the bottom of the page

To submit click on the Execute button at the bottom of the page

 

 

10. This generates a petty cash voucher receipt containing all the payment details

Print option should you wish to get a print out of the same

This generates a petty cash voucher receipt containing all the payment detailsils