Objectives
Steps
From the Money Module, you can manage expenses which can be court fees, expert fees, translation, and so on.
To Access it, you can directly click on Billing→ Expenses, and choose the option you need.
To record a new expense click on Expenses → Add Expense.
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The expenses grid is where you can track and manage all the Expenses recorded, Advance your search, get reports, add bulk expenses, and so on.
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All the expenses added can be viewed in the list along with their details, such as amount, status, related client account, and so on.
There are certain actions a user can do from the settings wheel next to an expense (view/edit, change billing status, etc.).
The admin can set an approval process where the user that is responsible for the Money module (ex. accountant) will have to approve recorded expenses before generating an invoice.
In this case, the expense is not yet approved and is still open, so the concerned user will need to approve it in order to move through the expense workflow. When the expense is approved, the concerned user will have the option to set it as “needs revision”.
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. Therefore, responsible users such as accountants, can edit the expense information, approve, review, or cancel an expense before being invoiced.
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Invoiced and Reimbursed expenses can not be edited or deleted. |
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Reimbursed Expenses are expenses that are invoiced and the related invoice has been paid |
For more information about App4Legal, kindly reach out to us at help@app4legal.com.
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