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Create client copy expense from new spreadsheet row

Create client copy expense from new spreadsheet row

Your sheet of client copy charges leaves fees unposted and not tied to matters, delaying invoices and reconciliation. It creates matter expense entries so billing staff record these fees same day.

Create client copy expense from new spreadsheet row

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Overview

When copy fees sit in a spreadsheet, billing teams must chase entries and invoices miss charges. This workflow posts those fees to client matters automatically, so billing staff capture costs same day and month-end reconciles faster.

Create client copy expense from new spreadsheet row