Recording Expenses in the Expense Tab

The next tab is the Expense tab. Within this tab, you can manage all costs related to a specific matter. Whether these expenses are incurred directly for a particular matter or are general expenses not tied to any specific case, recording them under the relevant matter is essential, especially if you intend to be reimbursed by your client. Accurately logging these expenses ensures that you maintain transparency and can recover costs effectively.

When determining whether to include an expense under a particular matter, it is important to assess its direct relevance. You must decide whether the expense is directly tied to the case or a general cost related to the overall management of cases. This decision depends on categorizing the expense as either a hard or soft expense.