1. Click the ‘+ New’ button (top left corner)
2. Click ‘Expense’
3. Assign the expense to a contact and a matter
4. Choose ‘Soft’ or ‘Hard’ cost expense type and the expense category
5. Enter an optional description to be included on the invoice
6. Choose the amount, date, and person billed by
7. You may choose to indicate the expense is ‘not billable’ by switching off the ‘billable’ toggle
8. Add any optional internal notes or attach files
9. Click ‘Create expense’ to save it and view the expense details
10. Edit the expense by clicking the edit pencil or exit by clicking the 'x' in the top left corner
You may also add an expense by searching the contact or matter, clicking on the ‘Expense’ tab, and clicking on the ‘+’ sign.
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