When working on a client's matter, it's normal to incur expenses. Most of these costs, from filing fees to medical records, transportation, postage, and more, are reimbursable by clients.
These expenses that add up may go through the cracks and never be recovered if you do not keep promptly record them. To ease this, Lawcus gives you several ways through which you can add a new expense to a matter.
Adding a new expense from a matter's window
To add an expense from the matter's window:
Head to
Matters
on the left sidebar, then click a desired matterNavigate to
Quick Actions
, then clickAdd expense
Enter a rate and its quantity
Choose a UTBMS code in the
Activity category
field, then tapSave
Adding a new expense under Activities,
To add a new expense under Activities:
Click
Activities
on the left sidebar, then tapAdd
expense
Choose a matter, then enter the rate and quantity
Choose a UTBMS code in the
Activity category
field, then tapSave
Adding a new expense from main dashboard
To add a new expense from main dashboard:
Click the
+
pinkish button, then selectAdd expense
Choose a matter, then enter the rate and quantity
Choose a UTBMS code in the
Activity category
field, then tapSave
Adding a new expense with workflows
To add flat fees from through a workflow, check out our published documentation.