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Create expense records in your central tracking table

Create expense records in your central tracking table

Your matter expense entries are scattered, delaying billing and hiding reimbursable costs. Add them to a central tracker so billing staff and sales ops can review before the next invoicing cycle.

Create expense records in your central tracking table

Overview

When expense items live only in case management, billing and sales ops can’t reconcile costs quickly, which delays invoicing. This flow captures each new matter expense into a centralized tracker so billing staff and sales ops can review and prepare invoices the same day.

Create expense records in your central tracking table