You can add reimbursable expense items that will appear on the invoices that you generate for your clients from within the case.
Adding an Expense
- From the main navigation menu click on CASES.
- Open the case by clicking on the case name.
- Go to the EXPENSES tab in the menu panel above.
- Click on the + button in the bottom right to Add an Expense.
- Complete the required fields: Expense, Date, and Amount.
- Add a note as needed.
- Click ADD to save the data. The expense will now be listed on the EXPENSES tab.
Editing or Deleting an Expense
- Open the case and click on the EXPENSES tab.
- To edit an expense, click ••• at the end of the expense name row and select Edit.
- Make edits then click SAVE.
- To delete an expense, click ••• at the end of the expense name row and select Delete.
- Confirm the deletion by clicking YES, DELETE or cancel the action.