How to add a charge/expense
Select the Actions menu in the top located next to the search icon, and select Add Expense.
Complete the form:
Add a title
Enter the amount
Select the Incurred Date
Select the Incurred By user
Select an Expense Category (optional)
Select a Secondary Fee Type (optional)
Search the contact who the expense pertains to and their matter (if applicable)
Add a description
Click Save Expense when finished
Note: The Secondary Fee Type allows users to identify expenses as either Pass Through Expense or Fixed Fee Expense. This feature was added to LollyLaw to provide users with more clarity regarding the expense type.
Pass Through Expense: This is a cost that a firm incurs from a third party, such as a filing fee or materials. It is not a service that the firm offers.
Fixed Fee Expense: This is an agreed-upon amount for a service that is being provided.
The Pass Through Expense will appear in the Expenses section of the invoice. The Fixed Fee Expense will appear in the Flat Fee section of the invoice.
Note: Expense records will appear under the Matter > Time & Expense tab. Once an expense is created, users can generate an invoice.
