Expenses
Record and maintain matter expenses.
- For:
- All users, Billing staff, Workspace admins
- Updated:
- Aug 26, 2026
Record an expense
- Open Recent Expenses.
- Select the client, matter, and expense description code.
- Enter the description, amount, and expense date.
- Select Save expense.
Expense actions
| Control | What it does | Availability |
|---|---|---|
| Select a row | Loads the expense into the form for editing. | When you can edit the expense |
| Update expense | Saves changes to the selected expense. | Edit mode |
| Duplicate | Creates a separate expense with the current values. | Edit mode |
| Delete | Requires confirmation, then removes the expense. | When you can delete the expense |
| Mine / Firm | Changes the record scope. | Firm requires Admin or invoice-management access |