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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.

HINT

For practical use cases showing how to use Financial overview see the chapter Financial overview in user manual.

We access Financial overview in Cases toolbar after we select the Case from Cases list.

Below is a description of the form's features:

Contents

  1. Toolbar
  2. Filter
  3. Financial Documents list

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:

Case Internal number.
   

 

RELATED TOPICS:

 

 

 

  

     


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