Use the Financials page to manage invoices and expenses for a matter.

You can perform the following tasks on the Invoices/Expenses page:

•Using Matter Invoices—Access invoices and contacts associated with a matter record.

•Creating a Matter Expense Record—Create an expense record that is associated with the selected matter.

•Editing a Matter Expense Record—Edit an expense record that is associated with a selected matter.

Invoices can be posted against accounts and matters according to the posting criteria that you set for an account.