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
Matters
on the left sidebar and select the desired matter
Navigate to
Quick Actions
, and click onAdd expense
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
Apply discounts if applicable
Put descriptions or notes if applicable
Upload files for proof if applicable
Click on Save to record the expense entry.
Adding a new expense under Activities,
To add a new expense under Activities:
Click on
Activities
on the left sidebar and selectAdd
expense
Choose the matter and 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
Apply discounts if applicable
Put descriptions or notes if applicable
Upload files for proof if applicable
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
+
pinkish button and selectAdd expense
Choose the matter and 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
Apply discounts if applicable
Put descriptions or notes if applicable
Upload files for proof if applicable
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.