Objectives
StepsAnchor expenses expenses
| expenses | |
| expenses |
To add a new expense, you can either choose "Expense" from the quick New button or from the separate Expenses Tab on the matter page.
Therefore, open the Matters page, then navigate to the Expenses tab, and click on the Actions button to record a new related expense or bulk expenses.
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However, client-related expenses may be billable or nonbillable, so be sure to indicate accordingly, and attach any related documents to the expense as well.
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To add Bulk Expenses click on Action→ Bulk Expenses from the Matter's expenses page.
Choose
Select the payment method
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and the
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account through which the payment is made. Additionally, you can associate them with matters, tasks, or hearings, specifying whether they are internal or client-related, and choose the billable type.
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In the Expense details section,
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enter the
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expense items
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on separate lines
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. Provide the
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category, amount, tax information, paid-on date
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, and other relevant details.
Once you record all the expenses related to a Corporate Matter or a Litigation Case, you can preview them in the grid.
Also, you have the option to export them into a spreadsheet for other reporting purposes.
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