I want to link certain “in-house” expenses to a matter. How do I do it? Where will the income show up?

  • Go to Matter the matter landing page
  • Select matter > Choose Expense (Soft Cost) on the right-hand side
  • Enter those charges as regular Expense Cards
  • Upon payment, income will automatically post to 4250: Inhouse Reimbursed Client Costs (Indirect).