Filtering, Searching, and Exporting Expenses in LeanLaw

The Expenses page gives you a consolidated view of all expenses across your firm. Filters, search, and export tools make it easy to find what you need, review pre-billing expenses, and share expense data with clients or accountants.

Accessing the Expenses Page

Click Expenses in the top navigation bar. The page displays all expenses in a list layout, with filter options on the left and the expense list on the right.

Available Filters

Use the filter panel on the left side to narrow the expense list. Filters update the list automatically as you make selections.

Filter	What It Does
Client	Show expenses for a specific client only.
Matter	Show expenses for a specific matter (requires a client to be selected first).
Show Matters for User	Filter to expenses associated with matters assigned to a specific user.
Time Period	Set a date range for the expense date.
Assigned to	Filter by the user who created or is assigned to the expense.
Expense Type	Filter by expense category (maps to QuickBooks Online expense categories).
Show Billed	Toggle to include or exclude expenses that have already been invoiced.

💡 Tip: Set Billed Status to 'Ready to Bill' before a billing run to see only the expenses staged for the next invoice. This is the fastest way to confirm everything is captured before generating invoices.

Searching Expenses

Use the search bar above the expense list to search by keyword. The search checks:

Expense description text
Client name
Matter name

Search and filters work together — apply filters first to narrow the scope, then search within the filtered results.

Identifying QuickBooks-Originated Expenses

Expenses that were created in QuickBooks Online and synced to LeanLaw are marked with a green dot next to the expense in the list. To view the original QuickBooks Online transaction:

Find the QuickBooks Online originated expense (green dot).
Click the three vertical dots (⋮) on the right side of the row.
Select the option to view in QuickBooks. (If this option is not available, the expense has not been submitted through QuickBooks.)

Sorting the Expense List

Click any column header in the expense list to sort by that column. Click again to reverse the sort order. Useful sort options include date (most recent first) and amount (largest first) for pre-billing review.

Printing and Exporting Expenses

Use the buttons in the top right corner of the Expenses page:

Print: Creates a printable view of the current filtered list. Can be saved as a PDF. Useful for sharing expense detail with clients or adding to a file.
Export: Downloads the current filtered list as a CSV file. Opens in Excel or any spreadsheet application. Useful for accountants or external reporting.

📋 Note: Both Print and Export respect your current filter selections — narrow your filters before exporting to get exactly the data you need.