Start with a case for case-specific work, or use the workspace finance lists to work across cases.
Inside a case
- Finances > Time & Expenses: add, inspect, and review entries for that case.
- Finances > Billing: see invoice history, work ready for billing, and entries awaiting review.
- Finances > Financial Summary: review retained funds, invoice totals, outstanding invoices, and invoice history.
- Client Retainer: view or manage funds for the case.
- Updates > open an update > Time & Expenses: see or add entries connected to that update.
Across cases
- My Expenses: your submitted time and expense entries.
- Expenses / Expense Entries: entries across the cases you can access.
- Billing Review Queue: time and expense entries awaiting a billing review decision.
- Invoices: client billing records.
- Retainers: the Client Retainers list.
- Payment Slips: staff payment records.
The word Expenses in a page title may include both time and expense entries. Use the entry-type filter to distinguish them. Settings > Billing manages your CaseWyze subscription; it is separate from invoices you send to clients.
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.