To view the advancements of a case, press the "Advancements" card on the "Case Detail" page.

On the "All Advancements" page, the user is able to search or filter within the case's advancements, add a new advancement, view or edit the advancements in the advancement list, and multi-select advancements for batch processing.

To search within the case's advancements, type in the name of the recipient of the advancement and press the advancement you're looking for in the suggestions.

To use the filter, press the  button. Edit the filter and press the "Apply" button to apply your filter. Press the "Reset" button to reset the filter.

To multi-select advancements, click on the checkbox on the left of an "Advancement Tile". The user can also press the checkbox on the left of "Select This Page" to select all advancements on this page. Press the "Go Make Selected Requests" button to start requesting transactions from the case's Trust Account. This will take the user to the "Requests" tab, with information of the selected advancements prepared for the user to submit.

Clicking on an Advancement tile will open a new window containing the details of that advancement, called the "Advancement Detail" page. The user can view the advancement's Recipient, Date, Amount, Category, and Description. The user can also press "Remove" to delete this advancement entry.

The user can press the "Edit" button on the "Advancement Detail" page to go to the "Edit Advancement" page. The "Edit Advancement" page can also be accessed from the  button on the right of an Advancement tile.

On the "Edit Advancement" page, the user can edit the information of the advancement. When finished editing, press "Save" to save your changes, or press "Cancel" to discard your changes.