BARRISTER | How to create an Expense

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”.