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Updating your Cost Recovery settings 

This article explains how to adjust your Cost Recovery settings in Tracument.


Cost Recovery Overview

Your Cost Recovery settings determine how transaction costs in Tracument are passed on to your clients. From time to time, you may wish to review and adjust these amounts based on changes to your internal pricing strategy or cost structure.


How to Change Your Cost Recovery Settings

Follow these steps to update your Cost Recovery settings:

  1. Log in to Tracument as an Admin user.
  2. Navigate to Admin > Accounting > Cost Recovery.
  3. Select the tab for your accounting software (e.g., PC Law).
  4. Click the settings option for your accounting system (e.g., “PC Law Settings”).
  5. Locate the transaction types you wish to update, such as:
    • Mail
    • Mail Excess
    • Request – Mail
    • Request – Mail Excess
  6. Click the red “Edit” button beside each item.
  7. Update the “Amount” column only.
  8. Click the red “Save” button to apply your changes.
  9. Repeat for any additional items as needed.

Important Notes

  • Only update the “Amount” column. Changing other fields may impact how Cost Recovery functions.
  • Updates can be made at any time and will apply going forward.

Need Help?

If you have any questions or need assistance, please contact Support at support@tracument.com