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How to Add and Record Expenses in Lawcus?
How to Add and Record Expenses in Lawcus?

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

Maninder Kaur avatar
Written by Maninder Kaur
Updated over a year ago

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:

  1. Go to Matters on the left sidebar and select the desired matter


  2. Navigate to Quick Actions, and click on Add expense


  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.


Adding a new expense under Activities,

To add a new expense under Activities:

  1. Click on Activities on the left sidebar and select Add expense


  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:

  1. Click on the + pinkish button and select Add expense


  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 with workflows

To add expenses through a workflow, refer to our published documentation.

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.

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