Accounts tab

When a case worker does work on a case or an item or service is purchased for a case, these expenses are recorded in the system as a cost. The cost provides the foundation for an invoice that is usually sent to the case contact with the Bill To role. When payment is received it is entered against the case invoice. Adjustments may be made to invoices if required and refunds issued.

This section of the site covers accounting transactions at a case's Account tab. For more detailed, system-wide information start at Accounts Overview.