Creating a New Expense

It is a good idea to understand the workflow in Juris Suite. Look at the image below and review the workflow of Juris Suite.

Watch the video below to learn more.

To create a new Expense entry, perform the following:

1. With the Expense tab selected, click the New button in the Expense tool ribbon.
   
   

   There are some variations of the New entry that have some differences. The list below details the differences.

• New - Creates a new blank entry. Date will default to current system date. Timekeeper will default to be equal to the timekeeper currently logged in when the ‘new’ icon is selected (for users who are not timekeepers, the timekeeper will be blank)
• Auto New - Fields will auto-duplicate based on the last entry entered by that user. What fields are duplicated depends on the Auto-duplication settings made by the user or administrator.
• Options - Duplicate Date, Duplicate Timekeeper, Duplicate Client, Duplicate Matter, Duplicate Task Code, Duplicate Activity Code. New with Timer: Same as New– but the entry opens with the timer already running. Auto New with Timer: Same as Auto New– but the entry opens with the timer already running. Options are setup in the Juris application: User Settings > Select User Name > Time Entry

1. The New Entry Draft window will appear prompting you to begin entering the expense. Select the appropriate date or leave the default.
2. Select or enter the Client in the Client field. Clicking the Ellipses button will bring the Choose Client/Matter window. The window will allow you to filter the available data as well as query for the appropriate client and matter. You can double click the data or select and click the OK button to enter it in the expense form.
   
   

3. Enter or select the Expense Code. Use the ellipses button to utilize the list and search window.

   As you become familiar with numeric codes, you can enter them directly into the fields and tab to the next for a more efficient entry. You can also add them to your favorites. right click on the code and select Add to Favorites. The code will be accessible from the Favorites section. This applies for the fields Clients, Expense Codes, Task Codes, and Incurred By. Using the Most Recents allows you to view and select codes that you have been using consistently.

1. Enter or select a Task Code.
2. Enter or select Incurred By.

3. Enter the Units. You can use the calculator in the field for figuring an amount.

   You can use the Summarize check box to summarize the calculations of the Units and Amount.

1. Add Notes and additions to the Narrative section where appropriate. Use the ellipses button in the Narrative line to bring up the Text Code window. Select additional codes when appropriate.

   Review the information entered and activate the Spell Checker on the toolbar of the New Entry Draft window.

   Entry fields Code 1, 2 and 3 are optional. Manually entered areas for codes for a firm to track items other than the primary expense code.

1. Click the Save button on the toolbar to commit any additional changes made to the expense.
   
   
2. Use the tabs located at the bottom to perform the following:
   • Viewing Tasks
   • Viewing Status Details
   • Adding an Attachment to an Expense

What is next? Submitting an Expense. Click here.