Add Expense Estimated reading: 1 minute 0 views 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
