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.
Steps to set up Automation of Expense Recording
Go to the
Automationon the left, then click on+ Add Workflowto create a new workflow.Put a
Workflow Nameand add theWorkflow Descriptionto identify it later with ease.Select the desired trigger type from
Select Triggerdropdown and click onNext.Choose the
Create expenseaction and click onNext.Under Setup, add all the necessary 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 complete the workflow.