Expenses
Record, track, review, and bill expenses related to cases or matters.
How does the Expenses feature help?
The Expenses feature helps users record, track, review, and bill expenses related to cases or matters. It ensures better financial control, accurate client billing, and smooth approval workflows.
How the Expenses Feature Helps
1. Track All Expenses in One Place:
- Users can record billable and non-billable expenses.
- Expenses are organized under My Expense and Team Expense tabs.
- Helps maintain transparency and avoid missing expense entries.
How to Add an Expense
Record billable or non-billable expenses
Adding an Expense
Follow these steps to add an expense
Navigate to Expenses
From the left-hand menu, click on Expenses. The Expenses dashboard will open showing: Total Expenses, Billable Expenses, Pending Approvals.
Click Add Expense
On the top-right corner of the page, click + Add Expense.
Enter Expense Details
In the Add Expense form, fill in the required fields:
Pro Tip
- Expense Date – Select the date of the expense
- Category – Choose the expense type (Travel, Filing, Internet, Telephone, etc.)
- Case/Matter – Select the relevant case or matter (if applicable)
- Amount – Enter the expense amount
- Client Details - Select the Client
- Billable – Mark whether the expense is billable or non-billable
- Description/Notes – Add any supporting details
- Upload Documents - Upload the supporting documents
Upload Supporting Documents (Optional)
Attach receipts or supporting files, if required, for approval or records.
Save the Expense
Click Save / Submit. The expense will be added successfully and appear in the Expense List.
Expected Outcome
Expense is successfully recorded and can be tracked, approved, and billed to clients if marked as billable.
You're all set!
Expense is successfully recorded and can be tracked, approved, and billed to clients if marked as billable.
How to Link Expense to Case
Associate expenses with cases or matters
Linking Expense to Case
Link expenses to specific cases for better tracking
Open Expense Form
When adding or editing an expense, locate the Case/Matter field.
Select Case or Matter
From the Case/Matter dropdown, select the relevant case or matter.
Save Changes
Save the expense. It will now be linked to the selected case or matter.
Expected Outcome
Expense is successfully linked to the case or matter and will appear in the case's expense list.