Skip to main content
Accounting answers three questions: what have I been paid, what am I still owed, and what have I not billed for yet. It never creates anything — it’s the read-only view across every job you’ve worked. Accounting splits by the kind of work. You’ll see Accounting → Transcription if your profile lists you as a typist or editor, and Accounting → Proceedings if it lists you as a court reporter, videographer or interpreter. Do both kinds of work and you’ll see both. Each side has the same four tabs: Overview, Unpaid, Pending and Paid.
Your money documents are called invoices throughout your portal. Staff call the same records bills on their side, and a few panel labels on the invoice itself still use their word — see Deliver and Invoice for which ones.

​
”Am I still owed for this?”

Unpaid is every invoice that’s been issued to you and not yet paid. A row here means the agency has the invoice in hand and the money hasn’t landed. Each row carries the invoice number (P-1234-INV-1 for proceedings, T-5678-INV-1 for transcription), when it was issued, when it’s due, the case, and the total. Click View to open the invoice and read the individual lines. The filters differ slightly by side. Both let you narrow by Issued Between and Due Between. Proceedings adds Applies to, so you can separate attendance invoices from order invoices. Transcription adds a minimum and maximum page count. The tiles across the top total whatever the filter currently shows — on proceedings that’s Invoices, Services, Orders and Total; on transcription it’s Invoices, Minutes, Pages and Total.

​
”What haven’t I billed for yet?”

Pending is the tab worth understanding, because it is not a status. Nothing in Pending is a document. It’s a projection of work you’ve finished that has no issued invoice behind it yet — the app looking at your completed assignments and telling you what’s still uncollected.
A row appears for your attendance once the proceeding reaches Post Session or later and your assignment is billable, and a separate row appears for each order you produced once that order reaches Finalizing or Complete.Pending shows counts only — Invoices, Services and Orders, with no dollar figure. A proceeding has no reliable amount before you build the invoice yourself, so the app doesn’t guess. Click View to open the job and start one.
A draft doesn’t clear a Pending row. Pending only stops listing a job once a non-draft invoice exists for you on it, and an invoice you’ve built stays a draft until staff push it to QuickBooks. So a proceeding you’ve already invoiced can still sit in Pending — that’s the invoice waiting on staff, not on you.

​
”Was I actually paid?”

Paid lists the invoices that have settled, with the date the payment came through. Search the table by invoice number, case name or case number; filter by Issued Between and Paid Between, plus Applies to on proceedings or a page range on transcription. The tiles total the filtered set. Proceedings shows Invoices, With Services, With Orders and Total; transcription shows Invoices, Minutes, Pages and Total.

​
”How is this period tracking?”

Overview is the dashboard, and it opens on the current semi-monthly period — the 1st through the 15th, or the 16th through the end of the month. Change the range with the picker in the header and the URL updates with it, so you can bookmark or send a specific window. The hero panel leads with Invoiced This Period against the same period before it, then breaks out Outstanding (issued and unpaid, right now, regardless of the date range), Awaiting Invoice (the Pending set — a count on proceedings, an estimated dollar total on transcription), and the work behind the money: sessions served on proceedings, pages and minutes on transcription. Below that, Trajectory draws this period’s earnings as a running cumulative line against the previous period’s, so you can see mid-period whether you’re ahead or behind. Volume charts the work itself — sessions served or pages produced per day, the weekday pattern, and your busiest day.

​
Where these tabs get their rows

Drafts never appear in Accounting — a proceeding invoice you’ve built counts nowhere until staff push it to QuickBooks, which is what stamps the issue and due dates and lands it on Unpaid. Transcription invoices you never create at all; staff generate them when the job finalizes. Building a proceeding invoice is covered on Deliver and Invoice.
An invoice only ever exists for a billable assignment, and that flag is snapshotted when you’re assigned — changing it later never rewrites past jobs. A job missing from every tab here usually means the assignment wasn’t billable.

​
Seeing every invoice on one job

Accounting is organized by status across all your jobs. To see everything on one job instead, open the job and go to its Invoices tab — that lists every invoice of yours on that job, drafts and voided ones included, which Accounting deliberately leaves out. On a proceeding the tab only appears when your assignment is billable. On a transcription it only appears once an invoice exists.

​
Finding a job whose invoice was voided

If an invoice is voided, the job vanishes from both Unpaid and Paid, and Pending won’t bring it back — as far as Pending is concerned a voided invoice counts as billed. On Transcription → Past, open Filters and use the Billing card. Invoice Status lists Draft, Unpaid, Paid and Voided, plus Pending for a job with no invoice of yours on it at all. Pick Voided to pull those jobs back up; the Invoices column on each row shows every invoice you hold on that job, so a voided one and its replacement both appear. Proceedings → Past shows the same Invoices column but has no invoice filter yet — search the case there instead, or open the job’s Invoices tab directly.
If an invoice was voided and you don’t know why, ask on the job’s thread before you raise another one — staff may already be reissuing it.