From within the Details & Correspondence tab of the matter click on the Legal Aid Matter Details button.

Check the Branch, Date Opened, UFN, Procurement Area, Access Point, and Schedule Reference have been entered, and any other relevant legal aid information.

Click Save & Close.

Click on the Time & Fees tab.

Check all time and fee items have been entered.

Navigate to the Cost Recoveries tab within the Office Accounting tab.

Check all cost recovery items have been entered. In order for them to appear on the invoice, they will need to be entered as "Other Disbursement."

Click on the drop-down arrow for New Invoice, within the Legal Aid section, and select Controlled Work.

Enter the relevant reporting codes for Claim type, Matter Type 1, Matter Type 2, Outcome, and Stage, if applicable.

Use the tick box to indicate if a Postal Application Accepted.

Enter the correct Date concluded, and Date billed.

• Date concluded - date that the claim finished.

• Date billed - the date that will be used to process this invoice to the accounts and determines which submission month this invoice will be available to inclusion.

The Status of the invoice can be set to Draft – Unapproved, Draft – Approved or (the default option) Final – Printed/Sent using the Status drop-down menu.

Check the information and click Save & Close to finalise and save the invoice to the matter. The invoice line item will be displayed within the Office Accounting ledger.