Filter Expense Entries

  1. Under My Expenses, tap the filter icon to view entries associated with your user account.

  2. Select an option to filter:

    • Date Range: Show all time that falls into a specific date range or preset ranges: Today, This Week, This Month, or Custom.

    • Status: Show all time that has a one or more of the seven possible Juris Suite statuses: Draft, Recorded, Posted, Billed, Pending Approval, Rejected, and Memorandum.

    • Expense Code: Show only expense entries for certain expense code

    • Client/Matter Filter: Show only clients and/or matters that contain one or more keywords. See Improving Search Results for additional information.

     

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