In this guide, we'll walk you through how to use the Expenses Report dashboard. This report is designed to assist firm administrators in understanding the expenses the firm has incurred in working on client matters.
Key Features
The Expenses Report dashboard provides the following key features to help you manage your expenses effectively:
1. Filters to Limit the Data You See
By Expense Date: To analyze expenses for different time periods, you can use the filter on the date of the expense. This filter will limit the values you will see in all the other filters
By Client: To limit expenses to a specific client or set of clients, you can use the filter by client name. This filter will limit the values you see in the Matters filter
By Matter: To limit expenses to a specific matter or set of matters, you can use the filter by matter name.
By User: To limit expenses to a specific user or set of users, you can use the filter by user
2. Total Expenses Amount
A box at the top of the dashboard displays a summary of the total expense amount based on the filters you have set. This allows you to see the total expense amount at a glance before digging into the details.
3. Number of Expenses
A box at the top of the dashboard displays a count of all the expenses based on the filters you have set. This helps you understand the total volume of expenses you are seeing.
4. Expenses by Client, Matter and User
This table shows you a summarized amount of expenses split up by client, matter, and user, based on the filters you have applied. This is designed to make it easy to see which users have accumulated which expense amounts per client and matter.
You will see a column for N/A across the top of the table for any expenses that are not assigned to a user.
5. Expense Details
The dashboard includes a table with the details of each individual expense based on the filters you have applied. You can use this table to set alerts, export data, and see the specific information of the expense.
You can also see the invoice status so you know where the expense is in the invoicing process. WIP, Ready to Bill, Approved, Review invoice statuses are all before the invoice has been billed, the Open invoice status represents invoices that are still outstanding (either have not been paid or have been partially paid), and the Closed invoice status represents invoices that have been fully paid.
All data in these tables is sortable, exportable, and can be customized to suit your needs.