How do I enter a client expense that doesn’t have a specific payee?

You can enter a client expense that does not have a specific payee by creating a soft cost line item. Soft cost types allow you to enter client expenses without cutting a check.

There are two ways to create a soft cost:

From Matter

1. In the Matters detail page, select the Matter you wish to work with.

2. Click the Time/Expenses tab, click the Soft Costs tab, and finally click on Soft Cost button.

3. Click the + to create a New Expense (soft-cost), fill out the soft cost.

4. Select Save.

From Quick Add

1. Select the + on the top right of the page to reveal the Quick Add menu.

2. Click New Expense (soft cost).

3. Select the Matter you would like to add this expense to, fill out the Expense.

4. Select Save.