Sync Client Expenses to Billing Estimated reading: 1 minute 0 views Select Expenses & Requests from the menu bar Click on the Client toggle Click on New expenses Fill out the expense details, billing and payment information Ensure you select the right expense type Check the Billable box. This allows you to invoice the client later for this expense If the expense has been paid by the firm, mark it as paid. Record the accurate amount of payment and which bank (operating or trust account) payment was made from. Click on Save or Save & Add New as required
