Adding Expenses

You can add reimbursable expense items that will appear on the invoices that you generate for your clients from within the case. 

To Add an Expense

  1. From the Main Menu click on CASES.  Then, open the case by clicking on the case name.
  2. Go to the EXPENSES tab.
  3. Click on the + button to open the New Expense window.
  4. Complete the required fields: expense, date, and amount.
  5. Add a note as needed.
  6. Click ADD to save the data. The expense will now be listed on the EXPENSES tab.

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To Edit or Delete an Expense  

  1. Open the case and click on the EXPENSES tab.
  2. To edit an expense, click '•••' at the end of the expense name row and select Edit.
  3. Make edits then click SAVE.
  4. To delete an expense, click '•••' at the end of the expense name row and select Delete.
  5. Confirm the deletion by clicking Yes, Delete or cancel the action.

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