If you need to keep track of your matter budget and expenses, you can add invoices to each matter manually.

To add an expense to your matter related to an external resource, you can:

• Add an external resource by following the instructions in this article here first
• Click 'Save'
• Click the 'Expenses' button on the right hand side of the screen
• Click the 'Add Expense' button in the top right hand corner
• Complete the information on the page
• Attach a copy of the invoice (PDF format)
• Click 'Save'

You can also add additional tax lines for that expense.

• Click on '+ New Tax Line'
• Add a name and cost
• Click 'Save'

Once saved, the invoice will be converted to the matter currency and aggregated to track against your matter budget, displayed at the top of the 'Resources' tab.

If you have made an error in adding an invoice to a matter, you can delete the invoice by clicking 'delete' next to the invoice in question. You will be prompted to confirm deletion of the invoice before it is removed from the matter.

If you wish to add invoices/expenses which are not specific to the tracking of an external resource, you can add them in the Matter Budget. Click here to learn how.

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