This window allows you to enter a new Expense that you've incurred on behalf of your client. Typically, you will charge your client for this expense, although you have the option to mark the expense as not billable if you desire.
The Enter Expense window is divided into several sections.
You can enter the amount of the expense here.
This is the expense category. You can choose one that you have already entered, or click Edit this List to create a new category.
Additionally, you can check This expense was not billable if you want the expense to appear on your client's bill, but not to charge your client for it.
You can select from any of the clients you have previously entered.
If you want to bill this expense to a particular matter you have entered for this client, you can choose that matter in this section. If you need to add, edit, or delete matters for this client, click Edit this List.
If you change your mind and do not want to associate this expense with a matter, click the "X" button to clear your selection, and the expense will not be filed under any particular matter.
The drop-down box for selecting a matter is only available after you have first selected a client.
You can enter the date you incurred this expense.
Some expenses are tied to a particular member of your staff (for example, travel expenses). If this applies to your particular expense, you can select the applicable staff member from this list, or click Edit this List to enter a new staff member. You do not have to fill out this field if you don't want to.
Any additional notes regarding this expense can be entered here. Your notes will appear on the printed bill exactly as you enter them here.
See also: