Objectives

Steps

From the Money Module, you can manage expenses which can be court fees, expert fees, translation, and so on. 

You can record a new expense by clicking on the Expenses in the main menu, a drop-down list will appear, and click on Record Expense. You can also record expenses from the Tools button in the expenses grid or from the quick New button in the main menu.



There are 5 mandatory fields: Expense category, payment method, paid through, amount and paid 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”.

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

Thank you!