Expenses & Disbursements

Record the costs you incur on a matter — filing fees, courier charges, expert fees, and so on — so they can be billed to the client alongside your time.

Expenses live on each matter under the Billing tab → Expenses.

Adding an Expense#

Use Add expense and fill in:

• Date — when the cost was incurred
• Amount
• Category — free text, e.g. "Filing fee"
• Description
• Billable — toggle off for costs you'll absorb
• Markup % — an optional uplift applied when the expense is billed

Every member can record expenses. You can edit or delete an expense until it has been billed.

Getting Expenses onto an Invoice#

Billable expenses are picked up automatically the next time you build an invoice with New invoice on the matter — there's nothing extra to do. Record the expense and it joins the matter's unbilled work. See Invoicing.

Expense Status#