Enter Financial Transactions

To enter financial transactions on a claim, you must open the Financial Tab for the claim. There is an Enter transaction code selection field on the tab:

From the list  you can select the transaction you would like to enter on this claim:

• ADJDBAdjust the Debtor Balance 
• CCB:Cost Balance Adjustment 
• CEX:  Client Expense Charge
• CFEE:Collections Fee Charge 
• COST: Cost Charge
• FEE:Court Assessed Fee Charge 
• INT:  Interest Charge
• MODOPNModify open date or amount 
• NRC: Non-Recoverable Cost:
• NRCADJ: Non-Recoverable Cost Adjustment:
• OTHER: Other Charge 
• PMT: Payment 
• PRIN: Principal Charge 
• RFD: Refund to Debtor 
• RTNCK: Return Check
• RTNCKR: Return Check Reimbursement
• SFEE: Non Contingent Suit Fee Charge

Debtor Transactions available only with Accounting Options 2 & 3.

• ADJCBAdjust Client Balance  :
• ADJINVAdjust Invoice  :
• CACClient Account Credit  :

Debtor Transaction available only with Accounting Option 2

• CADClient Account Debit  :