How to add a new expense

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:

1. Head to Matters on the left sidebar, then click a desired matter
   
   

   

   
   

2. Navigate to Quick Actions, then click Add expense
   
   

   

   
   

3. Enter a rate and its quantity
   
   

   
   

   
   

4. Choose a UTBMS code in the Activity category field, then tap Save
   
   

   

   
   

Adding a new expense under Activities,

To add a new expense under Activities:

1. Click Activities on the left sidebar, then tap Add expense
   
   

   

   
   

2. Choose a matter, then enter the rate and quantity
   
   

   

   
   

3. Choose a UTBMS code in the Activity category field, then tap Save
   
   

   

   
   

Adding a new expense from main dashboard

To add a new expense from main dashboard:

1. Click the + pinkish button, then select Add expense
   
   

   

   
   

2. Choose a matter, then enter the rate and quantity
   

   

   
   

3. Choose a UTBMS code in the Activity category field, then tap Save
   
   

   

   
   

Adding a new expense with workflows

To add flat fees from through a workflow, check out our published documentation.