1) To access the Expenses sub-module, click on “Finances” menu from top main menu, then click on “Expenses” from dropdown as shown below:
2) The system will navigate the user to the Expenses sub-module page as shown below:
3) The Expenses sub-module page consists of six parts: Label 1, Label 2, Label 3, Label 4, Label 5 and Label 6.
- Label 1 – this is the button for adding new expenses.
- Label 2 – this shows the expenses amount summary.
It displays the expenses information as follows:
- All Expenses – is the total expenses amount
- Billable – is the billable expenses amount
- Unbilled – is the unbilled expenses amount
- Not Billable – is the not billable expenses amount
- Label 3 – this shows the expenses list summary.
It displays the following information:
- Category
- Client
- Matter
- Status
- Created At
- Billed By
- Amount
- Label 4 – this is the search bar function
- This function enables user to search items within the expenses list.
- To do a search, type in the item keyword in the search bar.
- The list will directly filter the expenses list items according to the searched keyword as shown below:
- The function will instantly filter the expenses list information with the entered keyword according to information within the expenses list.
- Keywords not found within the expenses list will display message “No matching records found”.
- Label 5 - shows function for exporting the expenses list data.
- The functions for each button are as shown below:
- Label 6 – shows the expenses list navigation bar.
- This function allows user to move the page, whether to go to previous page or next page, and view the total number of pages.
- The functions are as shown below:
