Sync Client Expenses to Billing
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- 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
