Learn how to track your invoices against your cost estimates.
At the commencement of an engagement, or throughout the matter, you are able to estimate costs.
Once invoices are received, they can be tracked (ex tax) against the cost estimates at the matter level, broken down by engagement on the matter.
The visual display will depict the cost estimate and the percentage of this estimate utilized by the costs to date, color graded as it nears and then exceeds the cost estimate for visual cues on managing your costs.
Note that costs to date relative to the estimated costs on a matter are also tracked in each invoice notification.
If you require more information or support, please click the ? in the top navigation bar of your Xakia platform, or email firstname.lastname@example.org.