Expense Codes help firms track and bill client expenses consistently. Codes can be active or inactive, and they can be associated with expense schedules and expense code cross-reference schedules.
Expense Codes define the types of expenses that can be charged to clients in Juris. Expense Codes may represent cash expenses, such as deposition fees, or noncash expenses, such as document reproductions from a firm-owned copier.
Use this article to find, edit, delete, inactivate, and create Expense Codes.
This article covers the following:
- Find an Expense Code
- Edit an Expense Code
- Delete an Expense Code
- Inactivate an Expense Code
- Create an Expense Code
Find an Expense Code
- Select Tables > Expense Codes.
- Select Tools > Find.
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Review the default Finder settings.
The Look In field displays
Juris\Tables\Expense Codes, and Search Subfolders is enabled by default. - Optional: Select Case Sensitive to match the exact case of the search text.
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In the Named field, enter all or part of the Expense Code name or description.
Other fields, such as Narrative, and details on Expense Schedules or Expense Code Xref spreadsheets are not searched.
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Click Find Now, or press Enter.
The search results appear at the bottom of the form.
- Double-click an item to open it.
To start over, click New Search to clear the current search criteria and results.
Edit an Expense Code
- Select Tables > Expense Codes.
- Find the Expense Code, then double-click the icon or description to open it.
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Modify the details as needed.
Note: The Expense Code itself cannot be changed.
- Optional: Click the Spell Check icon on the toolbar to spell check the form.
- Click the Save icon on the toolbar.
Delete an Expense Code
- Select Tables > Expense Codes.
- Find the Expense Code, then double-click the icon or description to open it.
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Click the Delete icon on the toolbar.
If the Expense Code is referenced elsewhere in Juris, a message indicates that it cannot be deleted.
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At the confirmation prompt, click Yes or press Enter.
The Expense Code is deleted.
Inactivate an Expense Code
Flagging an outdated Expense Code as inactive keeps the code in the Juris database for reporting purposes, but prevents it from being used.
- Open the appropriate Expense Code.
- Clear the Active Expense Code checkbox.
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Click the Save icon.
To verify inactive codes, generate the Expense Code Master List report. Select Inquiry-Reports > Reports > Master Lists > Expense Code Master List, then make sure Include Inactive Expense Codes is selected.
Create an Expense Code
- Select Tables > Expense Codes.
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Click the New icon on the toolbar.
The Juris\Tables\Expense Codes\New window opens.
- Enter the Expense Code information:
- Expense Code: Enter a 1-4 character code. The code can contain digits, letters, or a combination of both.
- Description: Enter up to 30 characters.
- Type: Select Cash if the expense involves monetary transactions, or select Noncash if it does not.
- Tax Exemptions: If the expense is exempt from Tax 1, Tax 2, or Tax 3, select the appropriate boxes.
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Account Selection: For cash expenses, select an Income account and an Adjustment account. For noncash expenses, select an Income account.
- Narrative: Enter the narrative for the Expense Code. This narrative appears in the Expense Entry whenever the code is used.
- Optional: Click the Spell Check icon on the toolbar to spell check the form.
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Click the Save icon on the toolbar.
The Expense Code is added.
- Review the icons that appear for Expense Schedules and Expense Code Xref Schedule.
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Optional: Click the Expense Schedules icon to open and review the Expense Schedule form.
The code may be added to expense schedules, if desired.
- Optional: Click the Expense Code Xref icon to open and review the Expense Code Cross Reference form.
- Click Save again, if needed, to confirm the creation of the new Expense Code.