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Latitude Help
Add a Legal Ledger Item
Use the New Legal Ledger Entry dialog box to add a legal ledger item for the account.
To add a legal ledger item
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In the Task Panel navigation tree, click a case number.
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Click the Accounting tab and then click Add New.
Item Date: Date the transaction occurred.
Entry Types: Indicates whether the ledger item is a debit or credit.
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.
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Complete the information and then click Save.