How Do I Create Expenses?
Where Can I See My Expenses?
You can find your expenses in 2 places, inside of the Matter and from the main Time section.
Inside the Matter:
- Go to the Matter
- Select the Time/Expenses tab
- Select Expenses
This will give you a full list of Matter related expenses for this particular Matter.
- Go to the Time section on the left bar
- Select the Expenses tab
This will give you a complete list of all expenses entered by any user.
How Do I Bill A Client For an Expense?
When you pay a vendor or case-related fee, you have the option to note that the payment is an expense directly on the check as a hard cost or as a soft cost. Hard Cost A new check (hard-cost) can be created from two places: Create a new check ...
What are Default Soft Costs?
If you have soft costs that you bill for often or on a regular basis, you can establish those expenses as a template. This will save you from having to fill in the description and unit price each time. To create a default soft cost, or template, ...
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. Attach On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability ...
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 ...
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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