Adding Expense Entries

Use a case’s Finances > Time & Expenses > New Time/Expense Entry, or New Expense from an available expense list.

Create an expense

Confirm the Staff, Case, and Expense Date.
Select a related Activity when applicable.
Under Expense Items, choose the appropriate item, such as a configured mileage or other cost item.
Enter notes explaining the expense, a positive Quantity, and a nonnegative Rate. The total is quantity multiplied by rate.
Use Add More Expenses for additional lines. For a single cost, quantity 1 with the cost as the rate may be appropriate for the configured item.
Add overall notes and a receipt image or PDF when available.
Review each line and the combined total, then choose Save Entries or Save Expense Entry.

Check the saved result

The entries start Awaiting Review and appear in the case and appropriate expense lists. When several lines are submitted, verify the saved rows and receipt association. The form-level receipt attaches to the first saved expense entry, not automatically to every line.

You need Add Expenses permission. If no suitable item is available, ask an administrator to review the Invoice & Expense Items setup rather than selecting an unrelated item.

Access and availability

The controls you see depend on your permissions, access to the case, the case status, and the entry's review, invoice, and payment state. If an action is missing, ask your CaseWyze administrator to check these conditions.