Elements of the Expense Entry Form
The Expense Entry Form is designed to capture all the essential details of your work quickly and accurately. Below are the key elements and their functions:
Client: Start by selecting a Client. This will automatically narrow down the Matter list to those associated with that client.
Matter: A Matter must be selected to create an expense entry (if this setting has been made mandatory). By default, Matter is not mandatory. You can enable it by navigating to:
Settings
>Bill Settings
>Activity Settings
>Form Settings
, thenToggle
theMatter
option.Expense Type: Select the Expense Type:
Activity Category: Choose the appropriate Activity Category for the entry. You may also utilize UTBMS codes for standardized categorization. For more details, refer to the article on Activity Categories.
Apply Rate: Specify how the rate should be applied (e.g.,
Rate
,Quantity
, etc.).Discounts: Apply a discount if needed:
Percentage
-based discountFixed-amount
discount. Then enter the corresponding value in theDiscount
field.
Non-Billable Option: Select this checkbox to mark the entry as non-billable if applicable.
Show on Invoice: For transparency, you can still display non-billable entries on the invoice by selecting this option.
Description: Add a detailed Description of the expense. By default, Description is not mandatory. To make it required, go to:
Settings
>Bill Settings
>Activity Settings
>Form Settings
, thenToggle
theDescription
option.Private Note: Add a Private Note for internal use and team clarity.
Upload File: Attach supporting documents by dragging and dropping files, or click to browse and upload.
Tip: Use Nova AI to generate clear and professional descriptions effortlessly.
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
Matters
on the left sidebar and select the desired matter to open it.Navigate to
Quick Actions
, and click onAdd expense
.Alternatively, click on the
Expenses
tab on the matter and further click on theAdd
button to add a new expense.Enter all the required details like
Rate
,Quantity
of the expense, andDate
.Enter other details like
Matter Name
,Description
, andPrivate Note
.Choose a
UTBMS code
ORCustomized activity category
(as applicable) in theActivity category
field dropdown menu.Apply
Discounts
if applicable. You can also upload files for proof if applicable. To upload files, click onDrag your file here, or click to select a file
to upload from your system or you can drag a file to drop there.Select the
Non-billable
checkbox 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
Save
to record the expense entry. UseSave & Add New
option to save the entry and add a new entry. UseSave & Duplicate
option to save the entry and create a duplicate form to retain some of the details.
Method 2: Add a new expense under Activities
Click on
Activities
on the left sidebar, and click on the dropdown next toNew Time Entry
, and selectNew Expense
from the options available.Follow all the steps mentioned under
Method 1
.
Method 3: Add a new expense from any page
Click on the
+New
button on the top and selectNew Expense
underBilling
.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.