How to create an expense (Non-barrister)

How a clerk/non-barrister 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 as well as clerk disbursements and general expenses. 

1. To create a billable Expense , 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. Assign the relevant barrister and Enter in the necessary information.
6. Click “Create”.
7. This expense will now appear within the Expenses sub tab within the Matter as well as in the Expenses Tab on the side bar.
   
   You can create clerk disbursements and general expenses through the Expenses tab on the side bar.
   
   
8. Select “New Expense”.
9. Select the appropriate option.
10. Assign the relevant barrister.
11. Enter in the necessary information.
12. Click “Create”.