Search

Juris® Answer Center

Force Recalculation

  • Updated

Force Recalculation can be used to ‘put back’ the values as they would have been calculated by the settings at the matter level in case you change your mind regarding overriding these values. How Force Recalculation works depends on how the client was billed.

To force a recalculation:

  1. Open the prebill on which you want to force a recalculation.

  2. Select Form > Force Recalculation from the menu.

    The values are calculated based on current values in Prebill Edit.

    • If Fee and Expense values have changed, the system performs the calculations based on the changed values.
    • If Surcharge Billed or Discount Billed amounts have been manually entered, Force Recalculation recalculates the values based on the settings at the matter level.
    • If Tax billed amounts have been manually entered, Force Recalculation recalculates the taxes based on matter office tax options.
    •  If PPD or Trust was manually allocated, Force Recalculation takes the PPD/Trust amount and re-allocates based on automatic calculations.