Overview
You must first create a payment in ZenCase before you can allocate the payment. At the time you create a payment, you have the option to auto-allocate payment. However, if you have already created a payment without auto-allocation, you can easily allocate the payment afterwards.
How To View Allocations For A Payment
You can view, edit, or clear allocations for a payment easily from the payment allocations page.
Go to the Payments list page from left navigation bar
Search or filter payments
Click the "..." three dots icon from the Actions column for a payment
Click "View Allocations"
You will be redirected to the payment allocations page
You can view a summary of the total amount allocated and unallocated for the payment
Click the "Allocated" tab to view already allocated invoices
From the Actions Column, click:
Eye icon to view allocation breakdown by charge line items
Pencil icon to enter a specific amount to allocate and specify allocation by expenses first or fees first
Trash can icon to clear payment allocations
If you've cleared allocations on an invoice, the invoice will automatically move to the "Unallocated" tab
You should see your changes updated in the table and the top summary amounts update as well. You may need to refresh the page to view updates.
You have the option to select multiple invoices and clear allocations in bulk by checking all invoices, click "Bulk Actions", and select "Clear Allocation".
How To Allocate A Payment
You can also auto allocate payment if you haven't already.
Go to the Payments list page from left navigation bar
Search or filter payments
Click the "..." three dots icon from the Actions column for a payment
Click "View Allocations"
You will be redirected to the payment allocations page
You can view a summary of the total amount allocated and unallocated for the payment
Click the "Unallocated" tab to view unallocated invoices
From the Actions Column, click:
Pencil icon to enter a specific amount to allocate and specify allocation by expenses first or fees first
Dollar box icon to auto-allocate payment
Note: Allocation rules are defined in Firm Settings by your firm administrator. Allocations are either by expenses first or fees first.
Once you've allocated an invoice, the invoice will automatically move to the "Allocated" tab
You should see your changes updated in the table and the top summary amounts update as well. You may need to refresh the page to view updates.
You have the option to select multiple invoices and auto-allocate in bulk by checking all invoices, click "Bulk Actions", and select "Auto-Allocate".
If you have any questions, please feel free to contact us.