Case Expenses

Overview

The Case Expenses page tracks all disbursements made on behalf of clients during the course of representing them. Every expense is categorised, dated, and linked to a case so that it can be accurately reported and billed back to the client when appropriate.

Expense Categories

The system supports the following expense categories:

• Court Fees
• Travel & Transportation
• Expert Fees
• Stationery & Printing
• Communication (calls, couriers)
• Notary Fees
• Translation & Interpretation
• Other

Recording a New Expense

1. Click Add Expense.
2. Select the Category from the list above.
3. Enter the Amount and Date the expense was incurred.
4. Write a short Description (e.g., "Filing fee for case hearing on 15 Jan").
5. Select the Related Case — this field is required for case expenses. Search by case number or client name.
6. Upload the Receipt (PDF or image). This is strongly recommended for audit purposes.
7. Select Approved By — the manager or partner who authorised the expenditure.
8. Click Save.

Viewing Expenses

You can view expenses two ways:

• By Case — Open any case record and navigate to the Expenses tab to see all costs associated with that matter.
• By Period — Use the date range filter on the Expenses page to view all expenses within a given month or quarter.

Monthly Expense Summary

The summary section at the bottom of the page groups total expense amounts by category for the selected period, giving you a quick view of where the most disbursements are being made.