Delete a fee or activity entry

Sometimes, you may need to delete a fee/activity entry that was added by mistake. This article will detail how to delete a fee or activity entry in triConvey, including the process for doing so when those entries have been added to an invoice.

Table of Contents

• Delete a fee or activity entry from the triConvey Desktop App

• Delete a fee or activity entry from the triConvey Companion Site Web App
• Delete a fee or activity entry that has been added to a finalised invoice

Delete a fee or activity entry from the triConvey Desktop App

1.    Open the relevant matter and select the Time & Disbursements tab.

2.    Depending on the entry you are deleting, select either:

• the Time & Fees tab; or 
• the Disbursements tab.

3.    Right-click on the entry and select Delete Fee.

4.    Confirm the deletion when prompted. This will remove the fee or activity entry from the matter.

Delete a fee or activity entry from the triConvey Companion Site Web App

1.    Open the relevant matter and, depending on the entry you are deleting, select either:

• the Time & Fees tab; or

• the Disbursements tab.

  
  

2.    Click on the entry from the list and select either Delete this fee or Delete this disbursement.

Delete a fee or activity entry that has been added to a finalised invoice

If the activity entry has been added to a finalised invoice, additional steps are required to remove it. 

1.    From the triConvey Companion Site Web App, open the Matter and select the Invoices tab. 

2.    Click on the relevant invoice.

3.    Select Edit above the invoice preview.

4.    Select Edit this invoice to confirm that you wish to edit the invoice.

5.    Locate the fee or activity entry under the invoice details.

6.    To open the entry, click on the View icon.

7.    Select either Delete this fee or Delete this disbursement.

8.    Preview the invoice to ensure all details are correct. 

9.    Finalise the invoice again to lock in the changes.