How Do I Attach Receipts to Expenses?
When making payments to expenses in Zola Suite you may want to store specific attachment records to the expense like a receipt and or a credit memo.
On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability to attach receipts
Check Editing Page:
Soft Cost Expense Editing Page:
Vendor Bill Editing Page:
To view the receipt after the vendor bill, check or expense has been created
- Click the pencil icon to the specific record that has the associated attachment
- On the bottom of the page you will see the number of attachments, click on the arrow
- Click on the attachment you would like to download.
You can also delete the attachment, using the trash can icon to the right of the specific attachment record.
How do I bill a client for an expense?
When you pay a vendor or matter-related fee, you have the option to record that payment as an expense directly through a check as a hard cost or as a soft cost. Hard Cost Create a new check (hard-cost) from the Expenses tab of the Matter, or from ...
How Do I Create Expenses?
Within Zola Suite, there are 2 types of expenses, hard and soft costs. They will both be created and used differently. If you choose to make these expenses billable, you can invoice them. There are multiple ways to enter in Hard Costs and Soft Costs ...
How Do I Invoice Hard and Soft Costs For a Flat Fee Matter?
In general invoices for a flat fee matter will come from a blank invoice with a service for the flat fee. However, if you are looking to also add soft and hard cost expenses to the invoice as well you will need to create the invoice from unbilled ...
What Is the Difference Between a Hard Cost and a Soft Cost?
Hard Cost A Hard Cost is an expense that you directly pay to a vendor (i.e court fees). You can enter in a hard cost from the New Check window. When creating a Hard Cost you will reduce/credit your bank account and increase the selected account from ...
How Do I Create Soft Cost Expenses?
There are a few ways of recording soft costs in Zola Suite: Quick Add menu and select New Expense (Soft Cost) Inside of the Time/Expenses tab of the Matter and click on the plus sign Inside of the main Time section, click on the expenses tab and then ...
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