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:
- Go to Activities then Manage Categories
- Click Expense Categories
- Click New Category
- Name your Expense Category
- Specify the Rate
- Choose the Category Type
- Choose the Expense Type (Hard Cost vs. Soft Cost)
- Click Save Category