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:
Method 1: Add a new expense from a matter
Go to
Matterson the left sidebar and select the desired matter to open it.Navigate to
Quick Actions, and click onAdd expense. Alternatively, click on theExpensestab on the matter and further click on theAddbutton to add a new expense.Enter all the required details like
Rate,Quantityof the expense, andDate.Enter other details like
Matter Name,Description, andPrivate Note.Choose a
UTBMS codeORCustomized activity category(as applicable) in theActivity categoryfield dropdown menu.
Apply
Discountsif applicable. You can also upload files for proof if applicable. To upload files, click onDrag your file here, or click to select a fileto upload from your system or you can drag a file to drop there.Select the
Non-billablecheckbox to make an expense non-billable. Note that the moment you make an expense as non-billable, you get the option to display the non-billable expense on invoices. To do that select the checkbox that statesDisplay this entry on the invoice. Otherwise, non-billable expenses will be excluded from the invoice.Click on
Saveto record the expense entry.
Method 2: Add a new expense under Activities
Click on
Activitieson the left sidebar, and click on the dropdown next toNew Time Entry, and selectNew Expensefrom the options available.Follow all the steps mentioned under
Method 1.
Method 3: Add a new expense from any page
Click on the
+Newbutton on the top and selectNew ExpenseunderBilling.Follow all the steps mentioned under
Method 1.
Method 4: Add a new expense with workflow
To add expenses through a workflow, refer to our published documentation.
Adding a file to expense is the best way to submit proof of expenses and this makes the entire claiming process more transparent.