How to raise a Fee Note(s)

This module enables one to write a fee note. Note that once a fee note has been raised it must be verified then approved by the legal firm

Elitesuiteke

  1. 1. Log into the system

    Log into the system

  2. 2. Go to Billing module

    Go to Billing module

  3. 3. Click on Fee Notes / DRN / Interim Fee Notes link under Fee Notes, Deposit Request Note(DRN) credit notes

    Click on Fee Notes / DRN / Interim Fee Notes link under Fee Notes, Deposit Request Note(DRN) credit notes

  4. 4. To view a list of all fee notes raised in the system

    To view a list of all fee notes raised in the system

  5. 5. To raise a fee note, click on New Fee Note button

    To raise a fee note, click on New Fee Note button

  6. 6. Fill in all the details in the New Fee note pop out form

    Fill in all the details as shown in the example below

    Fill in all the details in the New Fee note pop out form

  7. 7. Once done click on the Save Note Button at the bottom to submit the details

    Once done click on the Save Note Button at the bottom to submit the details

  8. 8. As shown below is an example of the fee note raised

    As shown below is an example of the fee note raised

  9. 9. The fee note raised has been submitted and the status will read Awaiting Verification

    As shown the first fee note has been raised and Awaiting Verification and approval from the Legal Firm. Once that is done the status will change to Approved which awaits payments and settlement.

    The fee note raised has been submitted and the status will read Awaiting Verification