Follow these simple steps

1. Go to Activities (on side bar) and click.
2. You will see button Manage Categories. Click the button.
3. Click New Categories button. It should pop up a 'New Category' modal.
4. Select Expense Entry Category at Category Type.
5. Further, you need to select Expense Type.
   • Disbursement - You make payment on behalf of your client or you incur expenses while doing your client's work. For example, court filing fee or printing cost.
   • Reimbursement - You claim the cost incurred by you back from your client.
6. Enter Name, Rate and Tax (if necessary).
7. Enter the Description to describe the task you completed. No worries as you can always change the description later when you create the Expense entry in the Client Matter.
8. Set the Permission Group.
9. Check the checkbox if you like this category to be available for your Co-Counsel.
10. Click Create Category once you finish creating the Expense Entry Category.