Lawcus

Adding and recording expenses is an important part of managing a client's matter in Lawcus. It helps to ensure that all costs incurred are properly documented and reimbursed by the client. Here are the steps to add and record expenses in Lawcus:

Adding a new expense from a matter's window

To add an expense from the matter's window:

Go to <code>Matters</code> on the left sidebar and select the desired matter

Navigate to <code>Quick Actions</code>, and click on <code>Add expense</code>

Enter the rate and quantity of the expense

Make sure that you have selected the relevant date

Choose a UTBMS code OR Customized activity category (as applicable) in the Activity category field dropdown menu

Click on Save to record the expense entry.

1. Go to <code>Matters</code> on the left sidebar and select the desired matter 
 
 
2. Navigate to <code>Quick Actions</code>, and click on <code>Add expense</code> 
 
 
3. Enter the rate and quantity of the expense
4. Make sure that you have selected the relevant date 
 
 
 
5. Choose a UTBMS code OR Customized activity category (as applicable) in the Activity category field dropdown menu
6. Apply discounts if applicable
7. Put descriptions or notes if applicable
8. Upload files for proof if applicable
9. Click on Save to record the expense entry.

To add a new expense under Activities:

Click on <code>Activities</code> on the left sidebar and select <code>Add</code> <code>expense</code>

Choose the matter and enter the rate and quantity of the expense

1. Click on <code>Activities</code> on the left sidebar and select <code>Add</code> <code>expense</code> 
 
 
2. Choose the matter and enter the rate and quantity of the expense
3. Make sure that you have selected the relevant date 
 
 
4. Choose a UTBMS code OR Customized activity category (as applicable) in the Activity category field dropdown menu
5. Apply discounts if applicable
6. Put descriptions or notes if applicable
7. Upload files for proof if applicable
8. Click on Save to record the expense entry.

Adding a new expense from the main dashboard

To add a new expense from the main dashboard:

Click on the <code>+</code> pinkish button and select <code>Add expense</code>

Make sure that you have selected the relevant date

1. Click on the <code>+</code> pinkish button and select <code>Add expense</code> 
 
 
2. Choose the matter and enter the rate and quantity of the expense
3. Make sure that you have selected the relevant date 
 
 
4. Choose a UTBMS code OR Customized activity category (as applicable) in the Activity category field dropdown menu
5. Apply discounts if applicable
6. Put descriptions or notes if applicable
7. Upload files for proof if applicable
8. Click on Save to record the expense entry.

To add expenses through a workflow, refer to our <a href="https://support.lawcus.com/en/articles/6166913-how-to-automate-expense-creation-with-workflow">published documentation</a>.

By following these simple steps, you can easily add and record expenses in Lawcus. Properly recording expenses helps to ensure that all costs are accurately documented, and clients are billed correctly.

Manage expenses in Lawcus with a step-by-step guide. Add expenses from matter window, activities, & dashboard to track finances accurately.

Adding a new expense from a matter's window

Adding a new expense under Activities,

Adding a new expense from the main dashboard

Adding a new expense with workflows