Add Expense
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- On the home page, select Expenses
- Toggle between Firm and Client to create either
- Click on the “+” button to create a new expense under firm or client
- Fill out the expense details by clicking Add Expense
- Ensure you select the right expense type
- Click Next to fill out billing and payment information
- 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 Expense
