Accounts Tab>Third Party Costs>Search - this will allow you to search for all third party costs across all clients and matters
Clicking on the ‘Search’ button opens the ‘Outstanding Third Party Costs’ screen
The date range refers to the date that the TPC was dated at the time of posting (we have suggested you use the date of the TPC invoice when posting a TPC entry)
Status allows you to search across all statuses or select 1 or more status to report on
Status are ‘Posted,’ ‘Billed,’ ‘Payable,’ ‘Paid’ or ‘Void’
Payment to: Left blank, this will report on all payees OR you can choose to report on a selected payee as per screen shot
Clicking ‘Search’ will display your search list as per the selections made
Clicking ‘Export’ will export the displayed list to an Excel worksheet
You can also maintain and pay TPC from this screen by highlighting a record and double clicking to open it