Click on Expenses to view and edit the list of expenses along with expense analytics.

In the upper-left corner, the Filter panel will allow you to filter the displayed time entries by:

• Time Period (drop-down menu)
• Keyword
• Expense type (shift-click to select / command-shift-click to deselect)
• Task Codes (shift-click to select / command-shift-click to deselect)
• Matters (use the check boxes for the options for Include all subordinated matters and/or Only matters with cost)
• Lawyers
• Status (drop-down menu)

Click Export to export the selected data, Clear to remove the search filter options, or Filter to filter the results. Use the Star option at the top to save the filter or the Up arrow to minimize the filter panel.

You can also click on Additional Filter Settings to add:

• Post qualification experience (drop-down menu)
• Position (shift-click to select / command-shift-click to deselect)
• Checkboxes to include or leave out Expenses with open questions, Expenses with answered questions, and/or Expenses with notes
• Order by and Order direction (drop-down menus)

The Expenses analytics panel provides key insights and analytics into the entries. Use the Up arrow to minimize the filter panel.

The main Details panel will show key details of the expenses, including:

• Details (Created at, Matter, Lawyer)
• Amount
• Expenses Information (Expense type, Date, Description, others)
• Options (Edit Expense, Delete Expense) along with a Status description

If you Edit the expense, this screen will appear. You can edit the Lawyer, Matter, Expense Type, Net amount, Tax percentage, Tax, Gross amount, Tax type, Currency, Date, Description, and upload an Attachment. Click Save to save the change.

If you Delete the expense, you'll get this message. Click on No, do not delete or Yes, delete.

Click on Record Expenses to upload an expense. You'll have to fill out the:

• Lawyer (drop-down menu)
• Matter (drop-down menu)
• Expense type (drop-down menu)
• Net amount
• Tax percentage
• Tax
• Gross amount
• Tax type (drop-down menu)
• Currency (drop-down menu)
• Description

You can also upload an attachment. Fields marked with an asterisk are required.

Click Save to save the expense.