Expenses

The Expenses section tracks costs charged to a case (filing fees, postage, expert witness costs) so they land on the client’s invoice instead of slipping through the cracks.

Recording an Expense

An expense records:

• Type: from the expense types your firm manages in Settings (the Configure button takes you there).
• Paid to: the vendor or person the money went to, as a contact.
• Date Incurred and a Description that will read sensibly on the invoice.
• Cost (each) and Quantity: Outlaw computes the total.
• Two switches: Exclude from Invoice (track the cost without billing it) and Taxable.

You can attach the receipt (or any supporting file) directly to the expense, so the paper trail lives with the charge. The section shows the running expense total for the case.

Billing Locks an Expense

When an expense is included on an invoice, it locks: a billed expense can’t be quietly edited afterward, which keeps the invoice and the record behind it in agreement.

The Client File

Billed expenses are part of what the client sees and pays. They appear on invoices, and the supporting receipts are part of the case’s record.

Where You’ll See It

Expenses appears on a case.