Objective:

• Create and Manage Expense Categories

Environment:

• Clio Manage

Additional Information:

• The Expense Category Title will both help you identify it in a list and also pull the information of the text onto a bill.

Procedure:

1. Go to Activities then Manage Categories
2. Click Expense Categories
3. Click New Category
4. Name your Expense Category
5. Specify the Rate
6. Choose the Category Type
7. Choose the Expense Type (Hard Cost vs. Soft Cost)
8. Click Save Category