BARRISTER | How To Create A Matter Expense

Modified on Mon, 16 Mar at 9:14 PM

  1. Click “Matters” in the left-hand sidebar.

  2. Select the relevant Matter.

  3. Click the “Expenses” sub-tab.

  4. Click “New Expense.”

  5. Select the Date.

  6. Enter a Description.

  7. Enter the Amount.

  8. Click “Create.”

Once created, the Expense will appear in the list.


To edit an Expense:

  • Click the ellipsis (⋯) on the right-hand side.

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