How do I enter a Client Expense that doesn’t have a specific payee?

You can enter a Client Expense that does not have a specific payee by creating a soft cost line item. Soft cost types allow you to enter client expenses without issuing a check.

There are two ways to create a soft cost:

1. From a Matter
2. From Quick Add

From a Matter

Navigate to the Matters section and open a Matters details.

1. Click on Time/Expenses in the menu bar and select the Expenses tab, then click on the Soft Costs filter.
   
   
   
   
2. Click + in the action bar and select New Expenses (soft cost) from the drop-down menu to display the New Soft Cost modal.
   
   
   
   
3. Complete the required fields indicated with a purple bar.
   • Enter or select a Soft Cost Type from the drop-down menu if you wish.
     
     
4. Click Attach Bill/Receipt if you wish to include an attachment, then click Save & Close or Save & New.
    

From Quick Add

Click + in the top right menu bar anywhere within CARET Legal.

1. Select New Expense (Soft Cost) under the Time & Expense section in the Quick Add menu.
   
   

2. Complete the required fields indicated with a purple bar in the New Soft Cost modal and enter or select a Soft Cost Type from the drop-down menu if you wish.
   
   
3. Click Attach Bill/Receipt if you wish to include an attachment, then click Save & Close or Save & New.

Note: Soft costs will not be invoiced until the user creates an invoice containing the expense.