Expense Types

Every expense recorded on a case gets a type (see the Expenses section). This page manages the list, and it’s worth grooming, because expense types are how your hard costs get categorized on invoices and in reporting.

The Standard Set

Import Standard Options offers a thorough starter list: Filing Fees, Court Costs, Court Reporter, Deposition, Process Server, Expert/Consultant/Witness, Mediation, Travel, Postage, Photocopying, and more. Import what fits and add your own.

Invoice Note Templates

An expense type can carry a template note for the invoice: boilerplate that pre-fills the expense’s invoice note so you only fill in the specifics. The standard Mediation type, for example, carries “Mediation fees to [Mediator] for mediation on [date]”. If you find yourself typing the same expense description repeatedly, put it on the type.

Managing the List

New types are added only on this page: the type picker on an expense doesn’t accept new values on the fly, which keeps your cost categories (and their invoice templates) under administrator control. Types already used on expenses can’t be deleted; combine duplicates with Merge instead, which repoints every expense that used the old entry.