In the Accounts Payable tab, you can post all of your matter cost related vendor bills to matters as expense cards when entering bills. You can also hold the bill payment until your client pays the invoice in full. Once the invoice is paid in full, the hold will automatically be removed from the vendor bill.


To do this:

  • Go to Accounting > Accounts Payable Tab > Click Add



  • In the Add new bill window, after filling out the information out at the top of the window, check the box next to where it says "post as matter expense"
  • Also, you can hold bill payment until client invoice is paid in full by checking off this option in this window. After the client invoice is paid in full, the hold status will automatically be removed from the bill.



In this section, fill out the information for the matter expense and when ready, click save.

  • Once you have the matter cost bill added, you will see aicon appear next to the bill.