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How do I manage outstanding Requested Funds?
How do I manage outstanding Requested Funds?

After you have sent a Request for Funds, you can track them in several places throughout MyCase.

Updated over 4 months ago

After you have sent a Request for Funds, you can track them in several places throughout MyCase.

If you would like to understand how to send out a simple electronic Request for Funds, Click here.
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You can view all outstanding requests by navigating to the Billing Tab > Requested Funds. From here, you can filter the outstanding requests based on their status. All requests that do not have a due date will be found under the "Sent" status.

On an individual Client's Details page, you can view requests by navigating to the Billing sub-tab. Requests sent will also appear in the recent activity feed.

To delete a request, click the Trash Can located at the far right of the row. NOTE: You cannot delete a request that has a payment linked to it. In order to delete a request, you'll need to delete the deposit payment as well. Electronic payments cannot be deleted, so requests with linked electronic payments also cannot be deleted.
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When a request has been paid, the firm user who sent the request will receive an email notification. Any firm user who has full billing permission will see a notification of payment in the recent activity feed. Payments will also automatically be updated in the Trust History and Accounting sections of MyCase, which includes all relevant Trust accounting reports.

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