Exclude/Include Cost Entries

This feature in LawMaster allows you to exclude/include the cost transactions prior to finalising the interim bill and raising the debtor balance. You can choose the costs that you want to bill for a matter. 

The excluding transaction does not write the entry off; it just defers it until the next bill is raised. 

Such cost entries remain on the matter Costs screen until they have been billed off. 

Step-by-step guide 

To include/exclude a cost transaction in a matter bill: 

1. On the matter toolbar, click Costs. 
2. The cost transactions for the active matter display in latest transaction order. 
3. Click to highlight the transaction to include/exclude for billing from the grid. You can select multiple transactions by holding the Ctrl key from your keyboard. 
4. Right-click and select the exclude or include options from the context menu, as applicable:
   Include selected - Includes all the highlighted cost transactions. 
   Exclude selected - Exclude all the highlighted cost transactions. 
   Exclude NOT selected - Excludes all the transactions that are not highlighted. 
   Include excluded - Includes all excluded cost transactions. 

In the costs grid, all the excluded transactions are highlighted in Yellow colour and the included transactions are highlighted in White colour in the grid.