Create matter expense entries from updated record rows
Create matter expense entries from updated record rows
Your invoice rows in the table don’t create matter expense entries, leaving vendor fees out. You get consistent expense entries on the matter so billing can invoice accurately next cycle.
Overview
Missed vendor fees complicate client invoices and slow reconciliation; this flow makes expense entry part of your intake so those costs land on the right matter without rekeying. Billing staff will see expense entries appear within minutes, keeping invoicing accurate and on schedule ahead of the next billing run.