Actionstep

InfoTrack provides a free plugin which allows you to perform property, company, personal and other searches from within your matters in Actionstep.

The search results are posted back to the matters and the costs are automatically created as disbursements (with optional markups) so you can recover these costs from your clients.

You will need to have or to setup an account with InfoTrack and know your InfoTrack username and password to setup the plugin.

Step 1: Log in to Actionstep and select Admin from the top right.



Step 2: Select the Integrations widget from the admin panel. Scroll through the list of available integrations and click Connect with InfoTrack.





Step 3: Once the plugin has been installed go to Admin > Integrations > InfoTrack > Manage and enter your credentials and set your preferences. You can specify which matter types should show the InfoTrack information.



Step 4. Enable automatic disbursement and set Tax codes.



Now you are ready to begin using InfoTrack integrated with Actionstep.

Once the plugin has been installed and configured, open a matter and click on the plugins menu (“…”) and select InfoTrack.



Here you will see a list of any completed searches for that matter and you will be able to order a new search.

Viewing Search Results Across All Matters

If you want to see all your InfoTrack search results go to Admin > Plugins > InfoTrack Order History.



Understanding the GST

The way the GST in the InfoTrack plugin works is like any purchase, where your firm pays GST on your InfoTrack requests to InfoTrack.

You then have the option to charge GST to your client when invoicing that client. This should be applied to the GST Exclusive amount given to you from InfoTrack.

Billing InfoTrack Searches

To bill an InfoTrack search, you don’t need to do anything out of the ordinary. When you have ordered a new search and it’s appeared in Actionstep it will automatically be added as a disbursement to the Matter Billing screen of the associated matter waiting to be billed for.

Actionstep’s integration will create disbursement costs when a search is completed. If that search is credited by InfoTrack at a later point, the credit is not reflected in Actionstep, you would have to process this manually by either removing the unbilled disbursement or crediting or writing off the charged amount.

Handling InfoTrack Expenses

These too are dealt with exactly the same way you would any other supplier expense. Simply create a new supplier invoice for the expenses. See Creating a supplier/vendor invoice for more information on how to do this.

Troubleshooting – Credit Not Displaying in Actionstep

A credit processed via Infotrack may not appear in your searches in Actionstep. This is because a credit would normally be issued to a customer by creating a credit from the existing invoice, not by waiting for InfoTrack to issue a credit and process that through the billing system.