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How to automate expense creation with workflow?
How to automate expense creation with workflow?

Streamline Your Financial Workflow: How to Automate Expense Creation

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over a week ago

Efficiently managing expenses is a critical aspect of running a successful legal practice. In this article, we will guide you through the process of automating expense creation using workflows in Lawcus, saving you time and ensuring accuracy in your financial records.

Here's how to set up this automation:

To configure a workflow that automates matter expense creation:

  1. Go to the Automation, then create a new workflow

  2. Choose the desired trigger type.

  3. Choose the Create expense action.

  4. Setup the Create Expense action by inputting the necessary details

    By following these automated processes, the firm can streamline expense management, reduce the risk of financial losses, and maintain accurate records of expenditures associated with client matters. This not only improves financial accountability but also enhances overall operational efficiency.

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