Editing, Adding and Deleting Matter Adjustments

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This help topic explains how to use the basic eBilling Editor to edit matter adjustments data (individually and globally), add a new matter adjustment to an invoice and delete a matter adjustment.

Matter Adjustment Data

Editable data in the Matter Adjustments workspace includes:

Category:	Identifies whether an expense or fee is being adjusted
Percent:	Defines the adjustment as a percentage of the total expenses or fees amount
Amount:	Specifies a fixed amount for the matter adjustment
Task Code:	A code that identifies a task category
Description:	Describes the reason for the matter adjustment

Data in the Description field can be edited individually for a matter adjustment by overwriting the existing text, or globally for all matter adjustments using the Replace feature. Both methods are explained in the following sections.

To edit data in the Matter Adjustments workspace, follow these steps:

1. Click (or tab to) the data field you want to edit. (Double-clicking highlights all field text for editing.)

2. Edit the data by overwriting the existing text. As you begin to type, a pencil icon appears at the beginning of the current row to indicate the field is being edited. For the Category field, use the list box to select Expenses or Fees.

To enter a fee or expense reduction, include a minus sign (-) before the number in the Amount column. For example, to record a $20 expense reduction, enter -20.00.

3. Continue updating additional invoice data, (invoice information, fees, expenses, timekeepers) if desired. If you are finished making changes, click Save to display the following message:

4. Click OK to close the message box.

To globally edit data in the Description field, follow these steps:

1. Click the Replace list box arrow in the Matter Adjustments tool bar. (Alternately, right-click with the cursor on a row of matter adjustments data and select the Replace option.)

2. Select the Replace Description option.

This action displays the Replace Adjustment Descriptions screen:

3. Enter one or more words that you want to replace in the Find field. Enter the replacement text in the Replace With field. Note that this action will replace every occurrence of the text with the replacement text throughout the matter adjustments descriptions.

4. Click the Replace button. This action refreshes the eBilling Editor with the description text replacements.

To add a new matter adjustment to the invoice, follow these steps:

1. Click the Add New Adj button in the tool bar. (Alternately, right-click with the cursor on a row of adjustments data and select the Add New option.)

This action creates a new matter adjustment row with a non-editable Id number. (The first new adjustment is assigned Id number 99999991. Subsequent new adjustments are assigned 99999992, 99999993, and so forth.)

2. Click (or tab to) each editable field and enter the new matter adjustment data. For the Category field, use the list box to select Expense or Fee.

3. Click Save when you are finished adding data for the new matter adjustment. This action displays the following message:

4. Click OK to close the message box.

To delete a matter adjustment from the invoice, follow these steps:

1. Click on the number in the far left column for the matter adjustment you want to delete. (To select multiple adjustments, hold down the Shift key on your keyboard and then click the number of each adjustment you want to delete.)

2. Click the Delete Adj button in the tool bar. (Alternately, right-click with the cursor on a row of expense data and select the Delete option.)

This action displays a confirmation message similar to the following:

3. Click Yes to confirm the deletion. This action refreshes the eBilling Editor with the selected matter adjustment removed from the list.