Expense Entries Advanced Topics

Expense entries can be edited or deleted before they are posted. After a batch is ready, it can be marked Ready To Post and posted by a user with posting rights. Expense entries can also be imported when the file is in the proper ASCII-delimited or CSV format.

Use this article for advanced expense entry tasks, including editing, deleting, printing batch lists, marking batches ready to post, posting, purging, unlocking, and importing expense entries.

Edit an unposted expense entry

To edit an entry after it has been saved but before it has been posted:

On the Batch Form, select the entry to edit.
Open the entry by selecting Form > Open, or by double-clicking the selected entry.
Edit the entry as needed.
Save the form by clicking the Save icon.

Delete an unposted expense entry

To delete an entry after it has been saved but before it has been posted:

On the Batch Form, select the entry to delete.
Open the entry by selecting Form > Open, or by double-clicking the selected entry.
On the Entry Form menu, select Delete.

Print an edit list

Use an edit list to print details for unposted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Edit List.

Edit lists cannot be printed for posted batches. For posted batches, print an audit list instead. For more information about print selections, see Reports Overview.

Mark a batch ready to post

Double-click the folder that contains the batch or batches to be posted.
Select the unposted batch to include.
Select Tools > Ready To Post.

You can also mark an unposted batch ready to post by double-clicking the batch to open it, then selecting Tools > Ready To Post.

Post a batch

Users must have rights to post to see the Post function. The batch status must be Ready to Post or Unposted. Empty batches cannot be posted.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Post.

Print an audit list

Use an audit list to print details for posted batches.

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Audit List.

Audit lists cannot be printed for unposted batches. For unposted batches, print an edit list instead. For more information about print selections, see Reports Overview.

Print a batch log

Open the area of Transactions where the batch is located.
Select the batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Print Log.

For more information about print selections, see Reports Overview.

Purge transactions

Only posted and deleted batches can be purged. An empty batch must be deleted before it can be purged.

Open the area of Transactions where the items are to be purged.
Select the batch to purge.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Purge.

A Purge Log is automatically printed.

Purging may also be completed through Report Queues. This option can be helpful for running purge functions on a regular basis to clean up old batches.

Unlock a batch

A batch is locked if it is opened by another user. Batches opened by another user cannot be unlocked.

Open the area of Transactions where the locked batch is located.
Select the locked batch.

To select multiple batches, hold Ctrl while selecting each batch.
Select Tools > Unlock.

Matter status and lock requirements

A matter’s status in Juris must be O - Open Matter for expense entry to be permitted.

The matter’s lock flag must be one of the following:

Allow time and expenses
Disallow time, allow expenses

If the matter status or lock flag does not allow expenses, expense entry is not permitted for the matter.

Import expense entries

Expense entries can be imported into Juris when the expense information is formatted according to the current ASCII-delimited or CSV format.

For file format details, see:

To import expense entries:

Select Transactions > Expense Entries.
Select Tools > Import.
Browse to the import file.
The File Type may need to be changed to All Files (.) to select the appropriate file.
Review the Import Options.

The selected option determines what action Juris takes on the imported file after import is complete.
Click OK to begin the import process.

The expenses are inserted in a new, normal expense batch.

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