Value Tab Overview

All financial transactions relating to a case are entered on the Value tab in the Case Folder. The Value tab details the item, any reductions or payments made, and the status of payments, adjustments and liens. Value Notes can be added to an item to further describe the Value entry or document conversations with providers. Select the Value tab in the desired Case Folder for which you would like to enter Value information.

Accessing the Value Tab

Adding Value Items

Modifying Value Items

Deleting Value Items

Saving Value Items

Printing Value Items

Entering Transaction Details

Entering Value Notes

Value Subtotals Window

Time Tracking on the Value Tab

Creating a Value Item from a User Defined Field