VineCalc® automates interest calculations on your Filevine expenses, saving time and ensuring accuracy. Whether you're tracking medical liens, calculating prejudgment interest, or managing other expense-related interest, VineCalc streamlines the process.
Key Features
Automated monthly interest calculations
Support for both simple and compound interest
Flexible exclusion rules for specific phases or expense types
Automatic field updates in Filevine
Detailed calculation logs
How It Works
Setup: Start by configuring your API settings on the API page. From there, we'll help configure VineCalc® to match your Filevine environment and calculation needs.
Calculation: VineCalc® runs automatically on the first of each month.
Updates: Your Filevine expense items update automatically with new interest amounts.
Before We Begin
To use VineCalc® effectively, you'll need:
Org Admin permissions in Filevine
Properly configured expense sections
Specific field setup for interest tracking
A standard preset Collection Section report in Filevine saved and shared with the API User
Using PAT to Authorize VineCalc® and Filevine®
The first step before you can use VineCalc ® is to connect the app to your Filevine live org instance via Filevine's authentication system, called PAT (Personal Access Token).
The process is done within your Filevine Org and requires special permissions granted to the service account user in Filevine.
Please use this support article and video for authenticating VineCalc® with Filevine® using PAT.
If you are stuck on generating a PAT, please contact Filevine support.
Once your API setup is complete, our Customer Success team will guide you through each requirement during onboarding.
Ready to get started? Contact our team at products@vinetegrate.com to begin your VineCalc journey.