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Adding Expense Entries
Adding Expense Entries
Updated over 5 months ago

Expense Tracking

Adding an expense can be done from the home page. The add item drop-down menu or the Expenses tab in Billing.
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To add an entry from one of these locations, select Select the Add Expense button and:

  1. Select Case.

  2. Select the User if different than the default.

  3. Add an Activity or Add New Activity if not available in the existing drop-down field.

  4. Click the toggle off if This time entry is not billable.

  5. Add a Description.

  6. Add Receipts.

  7. Add the Date.

  8. Add the Cost for the expense related to the case.

  9. Add the Quantity.

  10. Select Save or Save and New button to add additional entries.
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Note: Once complete, the expense is saved to the case file.

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