Financial overview
In the Financial overview, we can see the financial data of the Case.
It includes a summary of invoices for legal services provided to clients related to the Case.
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IMPORTANT
An Invoice will appear in the Financial overview if:
- Csde ID is added to items as Cost Center and
- Invoice status is set to Confirmed.
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This chapter describes how to access finacial overview of the Case.
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Case summary
The company Themis represents the client in a legal dispute. The entire law process is recorded in the Case. The responsible person would like to see the invoices issued to the client for provided legal services.
The following steps are required:
- Selecting existing Case
- Financial Overview
- Invoice overview
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After logging into the PANTHEON Web Legal, the responsible person selects the module Cases and selects the Case for which wants to review the financial aspect.
The Case is opened by clicking on the Internal No.
This opens a form Case Details.
In the next step, the user opens Financial Overview.
The review of invoices related to the Case is opened by clicking on the tab Financial Overview.
A list of Case related Invoices is displayed.
In the next step, the user preview specific Invoice.
User wants to check the details of the issued invoice.
They select the invoice from the list and click on its Number.
The details of the invoice are displayed.
