How to create an Expense (Barrister)

How barristers can create an expense in BarBooks for Chambers

The guide and video below, will walk you through how to create a billable expense for a Matter and general expenses. 

1. Navigate to the Matters tab on the side bar. 
2. Select the relevant Matter.
3. Click on the Expenses sub tab.
4. Select “New Expense”.
5. Enter in the necessary information.
6. Click “Create”.
7. A billable Expense has now been created and is able to be included on a Invoice. 
8. This expense will now appear within the Expenses sub tab within the Matter as well as in the Expenses Tab on the side bar.
9. You can create general expenses that are not linked to a Matter through the Expenses tab on the side bar.
10. Select “New Expense”.
11. Enter in the necessary information.
12. Click “Create”.