You can easily sort your expenses by: description, date, account, matter, or status.

  1. Simply click on the column header that you wish to sort your expense list by (e.g. click on the column header “Contact” to sort expenses by client).

2. Choose to view only "Not Billable", “Billable”, “Billed”, or “Paid” expenses by selecting the appropriate one from the drop down menu that reads, “Status”, or select "Any" to see all expenses.

3. Search expenses easily from the “Search Expenses” bar.


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