After submitting e-filings, you can create expense entries and view payment invoices to manage the costs associated with e-filings. You can create expenses manually or automate their creation. Payment invoices, including detailed fee breakdowns, are accessible in your e-filing settings.
Create filing expenses
When filings are submitted, you can create an expense entry from the e-filing subtab in two ways. Before the filing is accepted, automate the creation of an expense entry after your firm is charged for the filing or manually create a new expense once the filing is accepted.
- Go to the main E-filings tab. You can also go to the matter and select the E-filing subtab.
- Find the filings that require expenses. You can use the keyword search box to help you find the filing.
- You can create a new expense entry from the e-filing table:
- Under the Recorded expense column, click Add expense.
- Under the Actions column, view the filing page and click Add expense under the Fees breakdown.
- Go to the main E-filings tab. You can also go to the matter and select the E-filing subtab.
- Find the filings that require expenses. You can use the keyword search box to help you find the filing.
- Under the Actions column of the table, click View.
- Click Automatically create an expense entry for this filing only when the firm is charged under the estimated Fees breakdown.
- The estimated order total can be viewed from the filing table. If the entry creation is unsuccessful, you will be notified by email.
View payments for filings
When filings are submitted, and your firm is charged for each submission, you can view all payment invoices with a detailed breakdown of fees in your e-filings settings.
Note: Only administrators can view payments made for e-filings.
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- Go to Settings > E-filing.
- Select the E-filing payments subtab.
- Optional: Use the date range filters and/or keyword search box to find a specific filing.
- Click View to view the details of a specific filing.