Financial overview
The tab Financial overview shows a financial documents, such as expenses, damages, settlements, and attorney fees, related to selected Case (shown in toolbar).
Documents view can be filtered and we can add new or edit documents.
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HINT
For practical use cases showing how to use Financial overview see the chapter Financial overview in user manual.
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We access Financial overview in Cases toolbar after we select the Case from Cases list.
Below is a description of the form's features:
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Contents
- Toolbar
- Filter
- Financial Documents list
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1. Toolbar
In Toolbar we can acccess the following tabs related to the case:
- Case details
- Related cases
- Events
- Documents
Toolbar also contains below feature:
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Case Internal number. |
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