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Tracking case expenses

Record expenses, mark them reimbursable, and add them to an invoice.

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Written by Jason Praful

Keep track of out-of-pocket costs on a matter — court fees, travel, and the like — and bill them back to clients when appropriate.

Add an expense

  1. Open the case (or the Expenses area) and choose to add an expense.

  2. Enter the amount, a description, and the date.

  3. Mark it as reimbursable if you intend to bill it to the client.

  4. Save it.

🖼️ Image slot — The Add Expense dialog with amount, description, and reimbursable option.

Billing expenses to a client

When you create an invoice, reimbursable expenses for that matter can be added as line items under Reimbursable Expenses, so they're billed alongside your fees.

Who can use expenses

Recording expenses is available to all team members. Invoices, which bill those expenses, are limited to Owner and Admin roles.

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