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How to Automate Expense Creation with Workflows?

Automate expense creation within Lawcus

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated this week

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

  1. Go to the Automation on the left, then click on + Add Workflow to create a new workflow.

  2. Put a Workflow Name and add the Workflow Description to identify it later with ease.

  3. Select the desired trigger type from Select Trigger dropdown and click on Next.

  4. Choose the Create expense action and click on Next.

  5. Under Setup, add all the necessary details like Rate, Quantity of the expense, and Date.

  6. Enter other details like Matter Name, Description, and Private Note.

  7. Choose a UTBMS code OR Customized activity category (as applicable) in the Activity category field dropdown menu.

  8. Apply Discounts if applicable. You can also upload files for proof if applicable. To upload files, click on Drag your file here, or click to select a file to upload from your system or you can drag a file to drop there.

  9. 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 states Display this entry on the invoice. Otherwise, non-billable expenses will be excluded from the invoice.

  10. Click on Save to complete the workflow.

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