KCS - How to Add an Expense to a Matter

Objective:

  • How do I add expenses to a Matter?
  • Record an expense

Procedure:

  1. From the Create New button

    1. Click on Create New at the top-right
    2. Select Expense entry
    3. Input the appropriate details
    4. Click Save entry

     

    From the Activities page

    1. Click on Activities in the sidebar on the left-hand side of the page (this is the clock icon if the sidebar is collapsed)
    2. Click Add expense
    3. Input the appropriate details
    4. Click Save entry

     

    From the Activities tab on a specific matter page

    1. Access the page for the individual matter
    2. Select the Activities tab
    3. Click Add expense
    4. Input the appropriate details (the Matter field will be populated automatically)
    5. Click Save entry
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