Following along in LawPay Pro is recommended as you read the article.
Expense Tracking
Adding an expense can be done from the Invoicing tab, as well as the Quick Actions pop-out page.
To add an entry from one of these locations, select Expense → Add Expense.
Select Contact.
Select Case.
Select an Activity or Add New Activity, if not available in the existing drop-down field.
Select a User, if default user is different from the user being linked to expense.
Add a Description.
Add the Date.
Add the Cost for the expense related to the case.
Add the Quantity.
Click the Billable Expense toggle off, if this time entry is not billable.
Add Receipts.
Click Save Expense.
Note: Once complete, the expense is saved to the case file.
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