Time & Expenses List Search
You can also view all unbilled and billed charges, search, and/or filter charges from the Time & Expenses list page.
Go to the Time & Expenses list page by clicking on "Time & Expenses" link in left navigation bar.
You can also view charges from the Contact > Charges tab
You can also view charges from the Matter > Charges tab
You can also view charges from the Member > Charges tab
In the search bar, you can enter the charge number, description, vendor name, invoice number, or expense attachment file name to search charges
Note: This is a fuzzy match search and will return results that contains the search term you entered.
You can also filter the charges list by:
Client
Matter
Member
Click the "More Filters" button to filter by more filter options.
You can also save your filters as a custom filter, read on to find out how to Save Custom Filters on Time & Expenses List Page
If you have any questions, please let us know!