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Mobile: Adding an Expense

Log a cost on the spot, with the receipt attached, so it gets billed or reimbursed

Applies to: Premium · LawBillity · Billing (mobile app)

Log an expense when it happens, while you still have the receipt in hand. It syncs to the web so it can be billed to the client or reimbursed to you.

Adding the Expense

  1. Tap Add Expense on the Dashboard or in the menu.
  2. Check the Date (today unless you change it) and choose the Client - Project.
  3. Choose the Expense type, such as Travel, Meals, Supplies, or Mileage.
  4. Enter a Description.
  5. Enter the Cost ($) for one unit, and change Quantity if you bought more than one (it starts at 1).
  6. Tap Attach Receipt to add a photo. See Mobile: Attaching a Receipt Photo.
  7. Tap Save. (Cancel throws it away.)

Mobile - Expense Form

The New Expense Entry form, with Attach Receipt at the bottom.

Optional Settings

If...
Do this
You charge the client more than you paid
Enter a Markup Ratio (%). Total cost is worked out as Cost x Quantity, plus the markup.
You paid with your own money and should be paid back
Turn on Reimbursable.
The expense is subject to tax
Turn on Taxable.

To learn more, see Expense Markups and Reimbursable Settings.

Common Problems

  • You can’t save. Every field with a red asterisk is required, including Description, Cost, and Quantity.
  • The expense type you need isn’t listed. Your admin manages the list. See Managing Custom Lists (Activities, Expense Categories, etc.).
  • You don’t see Add Expense. Your plan or permissions don't include expenses. Ask your admin.