Overview
You can view all of your expense details directly in ZenCase from the Reports page. This report will show all of the expense details for each member:
Member
Expense Status
Invoice Number
Invoice Date
Expense Amount
Expense Amount Paid
Expense Cost Type
Expense Bill Type
Expense Bill Rate
Expense Quantity
Expense Description
Client
Matter
Vendor
Billing Code
Payments
Expensed At
The total summaries at the top of the page will display:
Total Expense Amount
Total Billed Expense Amount
Total Expense Amount Paid
Total Expense Amount Unbilled
Total Billed Unpaid
Total Expense Outstanding
Total % Due
How To View Expense Report
Go to the Reports page by clicking "Reports" from the left navigation bar
On the Reports page, click "View Report" under Expense.
On the Expense report page, you will see the details for all client expenses.
You can filter by:
Expensed At Date
Invoice Date
Member
Client
Client Originator
Client Manager
Matter
Matter Originator
Matter Manager
Charge Member
Status
Billing Contact
Division
Include Inactive Matters: Yes or No
LEDES Expense Code
Click "Settings" in the top right of the table results to turn on and off columns to display
Click "Export Reports" to view your report in CSV format
Note: Exported data will reflect the table results with any filters applied. Clear filters if you want to view all data.
If you have any questions, please feel free to contact us.