vendor class vendor setup vendor addresstermsvendor group receive voucher post pay Customer group customer group classcategory set customer customer addressTerms Billto case type case type phaseactivtieschecklist file receive payment apply distrcd template documents srvc category invoice post intake schedule new case check list srvc dtl charge detail analyze report mail reply dashboard event resources lawyers marshall users schedule task facility rooms courts calendar Setup swaf setup rulesAccess controlcore yieldengine historyprocessor interactions interventions