Spend management feature improvements

We’ve made some improvements to our spend management feature. Check it out below!

🌟 Cost estimate fields - breakdown of costs

On the 'Resources' tab of a matter, you can now include a breakdown of the costs for the 'Initial Cost Estimate' and 'Updated Cost Estimate' fields. Click on the blue arrow next to the field to evoke a slide-out.

The cost breakdown includes:

• Professional fees + tax
• Disbursements + tax
• Non-taxable Disbursements
• Adjustments + tax

You can also add additional tax lines to the cost breakdowns:

• Click on the +New Tax Line
• Enter a name and cost

🌟 New: 'Internal Cost Estimate' field

We have included a new field on the 'Resources' tab to include your own internal cost estimate. This is for your internal use only.

🌟 Enhancement: View/add expenses slide-out

When viewing or manually adding an expense for a resource, the slide-out has been updated to include:

• Tax has been included for each cost
• A non-taxable disbursements field
• Ability to add additional tax lines

If you require more information or support, you can get in touch with the Support team here or email support@xakiatech.com.