Adding Expenses

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

  1. From the main navigation menu click on CASES.  
  2. Open the case by clicking on the case name.
  3. Go to the EXPENSES tab in the menu panel above.
  4. Click on the + button in the bottom right to Add an Expense.
  5. Complete the required fields: Expense, Date, and Amount.
  6. Add a note as needed.
  7. Click ADD to save the data. The expense will now be listed on the EXPENSES tab.

    112.gif

Editing or Deleting 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.

    113.gif

 

 

 

 


Articles in this section