Create matter expense records per accounting line item
Create matter expense records per accounting line item
Your accounting expense lines often arrive without matter linkage, so billing staff can't reconcile client costs and invoices are delayed. Benefit: tie expenses to matters for same-day invoicing.
Overview
Stop leaving matter expenses disconnected from case records and billing. This flow captures each accounting line item as a matter-linked expense so billing staff and case managers can reconcile costs and prepare invoices the same day.