Expense Tracking
Adding an expense can be done from the home page. The add item drop-down menu or the Expenses tab in Billing.
To add an entry from one of these locations, select Select the Add Expense button and:
Select Case.
Select the User if different than the default.
Add an Activity or Add New Activity if not available in the existing drop-down field.
Click the toggle off if This time entry is not billable.
Add a Description.
Add Receipts.
Add the Date.
Add the Cost for the expense related to the case.
Add the Quantity.
Select Save or Save and New button to add additional entries.
Note: Once complete, the expense is saved to the case file.