The Filevine integration makes managing service of process expenses hassle-free.
If you’d like to automatically generate an expense activity in Filevine when an invoice is charged by Proof, follow these steps:
Go the the integrations tab in Proof (https://app.proofserve.com/integrations)
Click “Configure” on the Filevine widget
Enable “Automatically create Filevine expense activities for Proof invoices”
Choose a Collection Name (today we only support default collections “Expenses” and “Expenses - QB”)
Input an Item Type (make sure the item type already exists in Filevine and matches verbatim)
Select a Payee Type (the dropdown is a list of Filevine contacts; most users select their Proof contact card)
What data does Proof send to Filevine when an invoice is generated?
When an invoice is generated:
Amount due
Invoice Date
Invoice Number
Description
“Proof Service of Process: {Servee Name}”
Notes:
“Speed: {Serve Speed}”
“Address: {Primary Address}”
Item Type
Payee
Does the expense activity get updated automatically once the invoice is paid?
Currently, Proof does not update the expense activity once an invoice is paid. This feature is on our roadmap for Q4.
Can Proof update my custom expense collection?
At this time, we only support generating expenses automatically in the default Fielvine collections named a) Expenses and b) Expenses - QB.
If this does not meet your needs, please reach out and share more about your Fielvine configuration at product@proofserve.com.