The following will be covered in this article:

  • Viewing and filtering expenses on the main {Expenses Page}

  • Creating expense entries

  • Editing and deleting expense entries

  • What user options affect the expense entry screen


Viewing and filtering expenses

When you toggle to the {Expense Page}, the Filter Options will be on the left, and the Expense Display will be in the middle. The Filter Options will allow you to select options that will determine what displays in the Expense Display, which updates automatically.

There are multiple filters to select that include Client, Matter, Show Matters for User, Time Period, Assigned to, Expense Type, and Show Billed. The Search will also allow you to bypass using the filters when you have more detail about what you would like in the display.

LeanLaw designates any expense created in QuickBooks with a green dot to the left of the expense. The QuickBooks version of the expenses can be accessed in the three dots to the right of an expense. If this is not available, the expense has not been submitted via QuickBooks.

In the top right of the screen you will see the Print and Export buttons. You can print a paper copy or saved to pdf. The Export button allows you to export the data to Excel.


Creating Expense Entries

From the {Expense Page}, you can easily create an Expense by selecting the green Add Expense button on the top right of the page. This will pull up the Add Expense Pane. You will see the option for a Standard or Advanced time entry.

The required fields to create a time entry are Client, Matter, Date, Invoice Description, Amount, and Expense code. Timekeeper, Date, Client, Matter, Description, and Hours. Any filters selected before clicking Add Expense will default to the Add Expense Pane.

You can also create and expense using the Expense Template. Templates are created by clicking the cog in the top right of the {Expense Page} or from Expense Templates in <Firm Settings> in the <Administrative Settings>.


Editing and Deleting Expenses

You can select an Expense to edit or delete by clicking on an Expense in the Expense Display. You can also access the edit with the three dots on the right-hand side of the Expense Display. This will open Expense Edit on the middle of the screen. Edits can be made and submitted by clicking the Save Changes button at the bottom of the Edit Expense pane. From the Edit Expense pane, you can delete by selecting the button at the bottom of the Edit Expense pane. You can also access the edit with the three dots on the right-hand side of the Expense Display.


QuickBooks Online Expense Sync

You can create expenses in QuickBooks Online and have them sync to LeanLaw. For expenses to sync from QuickBooks Online, they need the assigned to the category you create during the expense configuration.


User Options that Affect Expense Entry

  • Expense Templates - You can create an Expense Template by clicking the cog in the top right of the {Expense Entry Page} or from Expense Templates in Firm <Settings on> the <Administrative Page>

  • LEDES - You can enable the Task and Activity fields for Ledes under the LEDES tab in the {Matters Page}

Did this answer your question?