...

• Expense Category: Categories are defaulted in the Money Settings. 
• Payment Method: The method determines the types of accounts that appear accordingly:

Cash: Cash Accounts

Credit Card: Liability of type Credit Card Accounts

Cheque & Bank: Bank Accounts

Online payment: Bank Accounts and Credit Card Accounts

Other: Cash, Bank and Credit Card Accounts

• Paid Through Account: The Account that appears as per the Payment Method. Accounts can be added on the fly via the Add account hyperlink. The Add account form will provide users the possibility to add Accounts of type Cash, Bank and Credit Card using this link.
• Amount
• Balance: After choosing the Paid Through Account, the system will automatically display the Balance of the Account for information.
• Exchange Rate: Exchange Rates will be used only in case the Paid Through Account's currency is different than that of the Entity.
• Paid On date
• Inclusive Tax
• Comments
• Reference#
• Supplier: Looks up from the list of Suppliers
• Related Matter: If Expenses Are Recorded directly from the Related Expenses tab in a matter form, then the matter comes selected by default. 
• You can relate to task, Hearing or Event if needed.
• You can choose if Internal or Client. When the Client is chosen, it could then be either Billable or Non-Billable
• Upload Document: Any attachment related to the Expense such as vouchers or similar. The Attachment can then be tracked in the Related Documents tab of the Expense.

Once you record all the expenses related to a Corporate Matter or a Litigation Case, you can preview all the expenses in the grid and you have the option to export them into a spreadsheet for other reporting purposes.