How to add a charge/expense

  1. Press 'Create New' at top located next to search bar
  2. Select 'Add Expense'
  3. Complete the form fields by specifying at least the amount, date of the expense, who it was incurred by, and the contact and/or matter associated with the expense
  4. Save and finish

Note: Expense records will appear under the Matter->Time & Expense tab.