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 reviewed.
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HINT
For practical use cases showing how to use features of Cases, see the chapter Cases 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 access the following tabs related to the case:
Toolbar also contains below feature:
2. Filter
Filter bar with below display options.
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Search
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Search by entering text. |
| Customer |
Filter documents by subjects from Subject register. |
| Date from |
Date of receiving the document. |
| Date to |
Document due date. |
3. Financial document list
List of Case Financial documents with the following information:
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Number
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Consecutive document number.
Clicking on the document number opens document with details from the database.
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Name
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Document description.
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Date
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Date of receiving the document.
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Customer
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Entity billed for goods or services from Subject register.
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Recipient
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Entity designated to receive the goods or services from Subject register.
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| Line |
Positions of an invoice. |
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Department
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Issued department.
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| Items |
Billed service or goods from Item register. |
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Quantity
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Quantity of Items.
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Currency
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Sales price currency.
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| Sales price |
Itmes sales price from Item register. |