CLERKS | How To Create An Expense (Matter Related)

Modified on Tue, 22 Jul at 8:40 PM

  1. Navigate to the "Matters" tab on the side bar. 

  2. Select the relevant Matter.

  3. Click on the “Expenses” sub tab.

  4. Click “New Expense”.

  5. Select the "Date".

  6. Enter in the Description. The Description is what appears on the Invoice.

  7. Enter in the "Amount"

  8. Click "Create".

  9. The Expense can be edited by clicking into the Expense or clicking on the ellipses on the right hand side. 

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