1) To add new expenses, click “New” button on top right of Expenses Sub-module page as shown below:
2) A pop-up form will be displayed as shown below:
3) The form will require the user to fill in the following expense information:
- Client – this is the client
- Link to Matter – this is the matter to which the expense is associated with
- Amount (MYR) – this is the amount for the expense
- Cost Type – this is the cost type for the expense.
There are two cost types:
- Soft cost (travel, cost, faxes, etc.)
- Hard cost (court fees, mediators, etc.)
- Category – this is the category of the expense.
- Billed By – this is the person that issued the bill.
- Date – this is date when the expense was made.
- Receipt – this field allows user to attach a receipt photo or document of the expense.
- Remarks – this field allows user to add notes regarding the expense and it will not show up on client invoice.
- Billable – this allows user to check if user wishes to invoice client later for the expense.
4) Fill in all required information in the form to create an expense.
5) To make changes, click “Save Changes”.
6) To cancel, click “Cancel”.
7) Information field with (*) is mandatory information to be filled.
8) Empty information field will cause failure for user to apply changes.
9) A success message will pop-up on top right to show that new expense has been successfully created as shown below:
