> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Accounting help

> Log costs, review financial work, and track payments in Presolve.

Choose the task you need to complete. If this is your first time using Accounting, follow [Your first accounting walkthrough](https://www.presolve.com/docs/help/accounting/paralegal-walkthrough.md) from entry through the handoff to Accounting.

## Start with your responsibility

| Your task | Start here | Hand off when |
| - | - | - |
| Paralegal: enter a bill or prepare resolution terms | [First expense tutorial](https://www.presolve.com/docs/help/accounting/tutorial-first-expense.md) or [resolution tutorial](https://www.presolve.com/docs/help/accounting/tutorial-resolution-payment.md) | Funding, bank routing, fees, or payment instructions have not been confirmed. Ask your accounting owner rather than guessing. |
| Accounting: manage costs and receipts across cases | [Bulk work](https://www.presolve.com/docs/help/accounting/bulk-work.md), [checks](https://www.presolve.com/docs/help/accounting/checks.md), and [QuickBooks verification](https://www.presolve.com/docs/help/integrations/quickbooks-operations.md) | A case is missing or the office/account mapping is unavailable. Ask HQ to check access or setup. |
| Assigned reviewer: review submitted work | [Financial approvals](https://www.presolve.com/docs/help/accounting/financial-approvals.md) | The supporting terms or amounts are wrong. Resolve the discrepancy before approving. |
| Administrator or HQ: prepare the workspace | [Access and bank accounts](https://www.presolve.com/docs/help/accounting/setup.md), then [approval automations](https://www.presolve.com/docs/help/automations/accounting-defaults.md) | A bank or QuickBooks account's identity is uncertain. Confirm it with the accounting owner. |

A **matter** means a case. Instructions beginning with “the matter's Accounting” start inside that case. Instructions beginning with “Finances → Accounting” start from the main navigation and can show multiple cases. Always check the client and office before saving.

## Expenses and invoices

* [Log an expense](https://www.presolve.com/docs/help/accounting/expenses.md)
* [Create and review a vendor invoice](https://www.presolve.com/docs/help/accounting/invoice-review.md)
* [Understand invoice and payment statuses](https://www.presolve.com/docs/help/accounting/invoice-lifecycle.md)
* [Review and approve financial work](https://www.presolve.com/docs/help/accounting/financial-approvals.md)
* [Log or approve multiple records](https://www.presolve.com/docs/help/accounting/bulk-work.md)
* [Record payment and recover a case cost](https://www.presolve.com/docs/help/accounting/litigation-cost-lifecycle.md)

## Resolutions and payments

* [Create a resolution and hand it to accounting](https://www.presolve.com/docs/help/accounting/resolutions.md)
* [Log an incoming check and allocate it](https://www.presolve.com/docs/help/accounting/checks.md)
* [Update a disbursement's payment status](https://www.presolve.com/docs/help/accounting/disbursements.md)
* [Review daily receipts and outstanding fees](https://www.presolve.com/docs/help/accounting/daily-review.md)
* [Report on individual resolution payments](https://www.presolve.com/docs/help/reporting/resolution-payment-history.md)

## Find a record or check its QuickBooks link

Use [record IDs and sync results](https://www.presolve.com/docs/help/integrations/quickbooks-operations.md#identify-the-record-before-making-a-correction) to distinguish an expense, an incoming check, its printed number, and its QuickBooks transaction. A saved local record or Paid label alone does not prove that a QuickBooks export succeeded.

## Set up your firm

* [Give accounting staff access and manage bank accounts](https://www.presolve.com/docs/help/accounting/setup.md)
* [Add standard approval automations](https://www.presolve.com/docs/help/automations/accounting-defaults.md)
* [Connect QuickBooks, map accounts, and verify payment links](https://www.presolve.com/docs/help/integrations/quickbooks-operations.md)

## Learn with an example

Work through the [practice tutorials](https://www.presolve.com/docs/help/accounting/video-lessons.md) in a demo matter. Each tutorial gives you sample values, actions to take, and a result to check. For explanations of the records, see the [accounting glossary](https://www.presolve.com/docs/help/accounting/glossary.md).

If something goes wrong, use [accounting troubleshooting](https://www.presolve.com/docs/help/accounting/troubleshooting.md). Missing controls can also reflect your role or workspace's available features; give your administrator the office, case, and task you are trying to complete.


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