How to Record Expenses on Matters

Objectives

• Record expenses 

Steps

To do so simply click on the ID or Name of the Litigation Case or Corporate Matter.
Then, go to the Expenses tab, click on the Actions button, and click on "Record Expense".

There are 5 mandatory fields: Expense Category, Payment Method, Paid Through, Amount and Paid On.

• 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

Cheques & 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 with the possibility to add Accounts of different types, such as; Cash, Bank and Credit Card using this link.
• Amount: The sum to be paid
• Paid On: The date by which the payment should be received.

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.

For more information about App4Legal, kindly reach out to us at help@app4legal.com.

Thank you!