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Create matter expense record from new client booking

Create matter expense record from new client booking

When client bookings lack expense entries, your billing and matter records are incomplete. Create matter expenses on booking so invoices include charges before the next run.

Create matter expense record from new client booking

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Overview

Missed meeting expenses create gaps in billable records and delay invoicing. This flow creates matter-linked expense entries from every new booking so billing staff and project managers see chargeable records within minutes and before the next invoice run.

Create matter expense record from new client booking