This article covers the following:
Adding a Reserve Recovery
The Reserve Recovery section allows you to track recovery information related to expense or indemnity payments (for example, reimbursements or settlement recoveries).
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Click the Financials tab on the Matter Overview page.
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Navigate down to the Recovery section under Matter Reserves.
If the matter has no Reserve information, the Recovery section will not display.
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Click Add Recovery. The Add Recovery window displays.
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Complete all fields as necessary.
The fields marked with an asterisk (*) are required.
Field Description Reserve Recovery* Select either Expense or Indemnity. Recovery Type* Select an option from the drop-down list. Recovery Date* Select the date when the recovery was received. Recovery Amount* Enter the recovery amount. Payee Name* Enter the name of the payee. Comments Enter any comments here if necessary. Attachments Attach supporting documentation, if necessary. Attachments on Reserve Recovery are automatically filed in a Reserves sub folder in the Documents tab.
- Click Save.
Editing or Deleting a Reserve Recovery
If no Reserve information exists for the matter, the Recovery section will not display.
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Click the pencil icon on the far right of the Recovery row to make edits.
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Or, click the trash can icon on the far right to delete it. The confirmation window displays.
- Click Yes, Continue.
Viewing Reserve Recovery
After entering recovery information, you can review recovery history and compare it to related reserve activity.
If no Reserve information exists on the matter, the Recovery section will not display.
- Click the Financials tab on the Matter Overview page.
- Navigate to the Matter Reserves section.
- Find the Reserve Recovery section under Indemnity Payments.
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Click the history icon in the upper right of the Matter Reserves section.
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View the Recovery amount under the Recovery column in the Reserves section.
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Expand or collapse the Historical Billed Fees and Expenses section under Recoveries.
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