How to post Client Expenses
- Click on Daily Activities
2. Select Client Expenses
3. A new form will open
4. Date will automatically pop up as todays date but you can change the date of the time entry manually
5. Select Client or GL for transaction to be posted in either client as client expense or to be posted as expense to the firm
6. If you select client, from the drop down menu, select client/matter
7. Select or enter the expense code.
8. The GL Account will automatically pop up when you select the expense code.
9.The description will be displayed automatically as per the code. You can modify the description if necessary.
10. If the expense code is marked as Unit cost, please enter the quantity below
11. If the expense code is marked as unit cost, after entering the quantity, amount will be automatically calculated. If the expense code is marked as standard, please enter the amount.
12. The GST and PST will be automatically populated based on the settings of expense code
13. Click on Save to save the client expense.
14. Continue to repeat the above steps to enter multiple transactions. You can post the transactions in multiple months.
15. When you are finished entering transactions, click Post Selected Time & Fees.
