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
Automation
on the left, then click on+ Add Workflow
to create a new workflow.Put a
Workflow Name
and add theWorkflow Description
to identify it later with ease.Select the desired trigger type from
Select Trigger
dropdown and click onNext
.Choose the
Create expense
action and click onNext
.Under Setup, add all the necessary 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 complete the workflow.