Go through the Admin tab > Expenses to manage the expenses for your firm:
From this screen, you can add a new expense by using the +Expense (1) or Edit (2) the existing expenses:
When adding or editing an expense, you can enter a name for the expense, a default amount, and leave the item as reimbursable or check the box to make the expense non-reimbursable:
Important: Non-reimbursable expenses are excluded from the payroll reports.
Once the items are set up to your liking in the Expenses tab, go to the Services tab to associate them with the service(s) where they are relevant and where you want them to show available at the time people enter Case Notes on a particular service:
Note: When you have multiple expenses assigned to a service, you can make one of them the default type. That means that when a person creates a Case Note on that service and adds an expense, the default expense type automatically fills out:
If the person wants to record a different expense, they can choose any of the additional expense types from the Type drop-down.
Note: You don't need to implement expense types for your firm if you don't have any standardized types of expenses and all your expenses are reimbursable.