Fee Notes & Quotations

How to Write/Raise Fee Notes
This module enables you to raise fee notes for clients on the services offered to them, Fee items are the items being billed i.e. Legal fee, disbursements...
Tue, 30 Nov, 2021 at 3:07 PM
How to Approve Fee Notes
Note that once a fee note has been raised, the selected approver will receive a system notification to approve the invoice. Follow the below steps:  ...
Tue, 30 Nov, 2021 at 3:07 PM
How to Settle Fee Notes
This module enables you to settle an invoices once  approved and the payment has been done. Steps:   1. Log into the system   2. Go to “Fee Note...
Tue, 30 Nov, 2021 at 3:07 PM
How to Raise Quotations
This module enables you to write quotations and Proforma Fee Notes to law firms handling client matters. Steps:   1. Log into the system   2. Go to...
Tue, 30 Nov, 2021 at 3:08 PM
How to Approve Quotations
Follow the below steps: 1. Log into the system     2. Go to “Fee Notes & Quotations” module 3. Click on “Fee Notes, Quotations” sub module   ...
Tue, 30 Nov, 2021 at 3:08 PM
To view Creditors Aging Report
This report contains all creditors total dues in the number of days also shows a summary of the same by file types.  Steps: 1. Log into the system ...
Tue, 30 Nov, 2021 at 3:08 PM
To view Creditors List Report
This reports shows a list of all creditors in the system, client, file number and their total dues. Steps:   1. Log into the system   2. Go to “...
Tue, 30 Nov, 2021 at 3:09 PM
To view Value Added Tax (V.A.T) Report
Follow the below steps: 1. Log into the system   2. Go to “Fee Notes & Quotation” module     3. Click on “Reports” sub module    4. Clic...
Tue, 30 Nov, 2021 at 3:09 PM
To view Statement of Account Report
This report shows clients statements based on the law firm handling the matter, invoice amount and the amount paid and the total due. Steps:   1. Lo...
Tue, 30 Nov, 2021 at 3:09 PM
To view Withholding Tax & V.A.T Report
This reports shows the total amount of Tax and V.A.T withheld. Log into the system     2. Go to “Fee Notes & Quotations” module 3. Cli...
Tue, 30 Nov, 2021 at 3:10 PM