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Juris Suite® Answer Center

Creating a New Expense

  • Updated

To create a new expense, click New from the Expense tool ribbon, enter the expense details in the New Entry Draft window, review the entry, and save it. You can also use lookup windows, favorites, most recent codes, text codes, and spell check to complete the entry more efficiently.

Use the Expense tab in Juris Suite to create a new expense entry.

In this article

Create an expense entry

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

  2. The New Entry Draft window opens.
  3. Select the appropriate date, or leave the default date.
  4. In the Client field, enter or select the client.
  5. Click the ellipses button to open the Choose Client/Matter window. Use the window to filter, search, and select the appropriate client and matter. You can double-click the row, or select the row and click OK.

  6. Enter or select the Expense Code.

  7. Click the ellipses button to open the list and search window.
  8. Enter or select the Task Code.
  9. Enter or select Incurred By.

  10. Enter the Units.

    You can use the calculator in the field to calculate an amount.

  11. Optional: Select Summarize to summarize the calculations for Units and Amount.

  12. Add notes or additional details in the Narrative section, as appropriate.

    Click the ellipses button in the Narrative line to open the Text Code window and select additional codes, if needed.

  13. Optional: Complete Code 1, Code 2, and Code 3.

    These fields can be used by the firm to manually track items other than the primary expense code.

  14. Review the information entered.
  15. Optional: Use Spell Checker on the New Entry Draft toolbar.
  16. Click Save on the toolbar to save the expense.

New entry options

The New option may include variations:

Option Result
New Creates a new blank entry. The date defaults to the current system date. The timekeeper defaults to the timekeeper currently logged in when New is selected. For users who are not timekeepers, the timekeeper is blank.
Auto New Duplicates fields based on the last entry entered by that user. The duplicated fields depend on the auto-duplication settings made by the user or administrator.
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.

Auto-duplication options may include:

  • Duplicate Date
  • Duplicate Timekeeper
  • Duplicate Client
  • Duplicate Matter
  • Duplicate Task Code
  • Duplicate Activity Code

These options are set up in Juris under User Settings > Select User Name > Time Entry.

Use lookup, favorites, and recent codes

As you become familiar with numeric codes, you can enter them directly in fields and tab to the next field for faster entry.

You can also add codes to favorites:

  1. Right-click the code.
  2. Select Add to Favorites.

The code is then available from the Favorites section.

Favorites and Most Recents can be used with:

  • Clients
  • Expense Codes
  • Task Codes
  • Incurred By

Use Most Recents to view and select codes you use frequently.

After saving the expense

Use the tabs at the bottom of the saved expense to access related information:

Next step: Submitting an Expense