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
- From the Main Menu click on CASES. Then, open the case by clicking on the case name.
- Go to the EXPENSES tab.
- Click on the + button to open the New Expense window.
- 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.
To Edit or Delete 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.