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Managing Outstanding Requests
Managing Outstanding Requests
Updated over 4 months ago

After you send a Request for Funds, you can track them in several places.

Billing Page

You can view all outstanding requests by navigating to the Billing Tab. From here, you can filter the outstanding requests based on their status.

Contacts Page

You can view requests on an individual Client's Details page by:

  1. Navigating to the Contacts tab.

  2. Selecting Billing.

  3. Selecting Invoices.

  4. View Status column.

  5. To delete a request, click Delete.

NOTE: You cannot delete a request that has a payment linked to it. You'll need to delete the deposit payment as well. Electronic payments cannot be deleted, so requests with linked electronic payments cannot be deleted.
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When a request is paid, the firm user who sent the request will receive an email notification.

Any firm user with full billing permission will see a payment notification in the Activity feed.
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Payments will also automatically be updated in the Quick Bills and Accounting sections of MyCase, which includes all relevant Trust accounting reports.

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