Create itemized matter expense entries from vendor bills
Create itemized matter expense entries from vendor bills
Your multi-line accounting bills leave matter expenses undocumented and delay client invoicing. Itemized matter expense records are created automatically so billing staff reconcile before billing runs.
Overview
When multi-line vendor bills aren't itemized to matters, billing staff spend hours reconciling and client invoices stall. This workflow turns each line into a matter expense with supporting attachments so billing teams reconcile and invoice before the next billing run.