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Modify a Legal Ledger Item

Use the Edit Legal Ledger Entry dialog box to modify a legal ledger item for the account.

To modify a legal ledger item

  1. In the Task Panel navigation tree, click a case number.  

  2. Click the Accounting tab.

Legal panel - Accounting tab

  1. Click an item in the data grid and then, in the Edit column, click the plus sign (+).

Edit Legal Ledger Entry dialog box

Item Date: Date the transaction occurred.

Entry Types: Indicates whether the ledger item is a debit or credit. You cannot modify the entry type. You can, however, delete the item on the Accounting tab and add a new one.

Amount: Debit or credit amount associated to the ledger item.

Legal Ledger Type:  Type of ledger account.

AIM Agency: Name of the outside agency or attorney that holds the account.

AIM Unique ID: Unique code that identifies the AIM ledger item.

AIM Invoice ID: Unique code that identifies the AIM invoice that included the ledger item.

  1. Modify the information and then click Save.

Related Topics

Accounting

Legal Case