Expense Recovery

Matter Expense Recovery

Track recoverable expenses, client-billable disbursements, unrecovered costs, and expense recovery status per matter.

Recoverable expenses

$92,400

Recovered this month

$48,900

Unrecovered costs

$43,500

Recovery rate

73%

Incurred

Courier

Meridian

M-2041

$340

Non-rec—

Transport

Nordic

M-2035

$1,200

Rec—

Approved

Registry

Vertex

M-2024

$840

Rec—

Added to Invoice

Documentation

Lagos Bay

M-2029

$2,400

RecINV-4826

Billed

Expert fee

Kestrel

M-2007

$8,600

RecINV-4823

Recovered

Filing

Orion

M-1990

$1,400

RecINV-4820

Courier

Halcyon

M-2011

$280

RecINV-4815

Written Off

Non-recoverable

Ashborn

M-1988

$640

Non-rec—

Recovery rate trend

FebMarAprMayJunJul

Unrecovered expenses

Kestrel · expert	$8,600
Nordic · transport	$4,200
Meridian · courier	$1,400
Ashborn · non-rec	$640

Missing receipts

4 expense entries above $500 lack receipts. Attach before end of week to protect recoverability.

Matter expense recovery

Ashworth & Vance LLP · live demonstration data

Recoverable

$486K

▲ 7.0%

Recovered

$318K

▲ 14.1%

Unbilled

$96K

▼ 2.2%

Rejected by client

$42K

▲ 14.3%

Written off

$30K

▲ 5.4%

Recovery rate

65.4%

▼ 12.5%

Composition analysis

Expense type breakdown

Source	Amount	Share	MoM
Court filing	$148.0K	30%	+1.0%
Expert fees	$112.0K	23%	+2.1%
Travel	$68.0K	14%	-3.2%
Search fees	$54.0K	11%	+4.3%
Courier & printing	$62.0K	13%	+5.4%
Transcription	$42.0K	9%	-6.5%

Highest contributor: Court filing · $148.0K

Lifecycle conversion

Expense recovery funnel

Expense incurred412 records$486.0Kavg 0d in stage

95% converts to Receipt attached

Receipt attached388 records$462.0Kavg 2d in stage

96% converts to Allocated to matter

Allocated to matter366 records$444.0Kavg 1d in stage

86% converts to Included on invoice

Included on invoice302 records$384.0Kavg 8d in stage

83% converts to Recovered from client

Recovered from client248 records$318.0Kavg 26d in stage

Active stageDelayedBottleneckCompleted

Aging analysis

Age of unrecovered expenses

43%

24%

15%

Current

$612.0K

43% of book

1–30 days

$342.0K

24% of book

31–60 days

$218.0K

15% of book

61–90 days

$134.0K

9% of book

90+ days

$114.0K

8% of book

Expenses unrecovered beyond 90 days rarely convert; recommend write-off review.

Operational register

Recovery queue

Expense	Matter	Client	Type	Amount	Receipt	Invoice	Age	Status
EXP-620	M-2041	Meridian Holdings PLC	Court filing	$11.0K	Missing	—	116d	Recovered
EXP-621	M-2035	Nordic Shipping AS	Expert fee	$23.0K	Attached	INV-4811	10d	Unbilled
EXP-622	M-2024	Vertex Biotech Ltd	Travel	$2.0K	Attached	INV-4812	119d	Rejected
EXP-623	M-2029	Lagos Bay Estates	Search fee	$24.0K	Attached	—	43d	Recovered
EXP-624	M-2007	Kestrel Insurance	Court filing	$9.0K	Attached	INV-4814	103d	Unbilled
EXP-625	M-2011	Halcyon Partners	Expert fee	$21.0K	Missing	INV-4815	82d	Rejected
EXP-626	M-2016	Orion Media Group	Travel	$17.0K	Attached	—	71d	Recovered
EXP-627	M-2018	Ashborn Family Trust	Search fee	$14.0K	Attached	INV-4817	110d	Unbilled
EXP-628	M-1998	Blake Industrial GmbH	Court filing	$22.0K	Attached	INV-4818	29d	Rejected

9 of 9 records

Exceptions and risk

Exception queue and recommended actions

3 open

Client rejected expense

Nordic Shipping · travel policy

$4.2K

Missing supporting document

9 expenses

$11.6K

Expense older than 120 days

M-1998

$8.4K

Audit and history

Every financial change is captured with user, timestamp, value movement and audit reference

Recent activity

Payment posted01 Jul · 10:10
N. Salim·Meridian Holdings PLC · M-2041·$41.0K·AUD-7700
Invoice edited02 Jul · 11:11
A. Okafor·Nordic Shipping AS · M-2035·$85.0K·AUD-7701
Credit note approved03 Jul · 12:12
D. Feld·Vertex Biotech Ltd · M-2024·$8.0K·AUD-7702
Retainer adjusted04 Jul · 13:13
J. Hollis KC·Lagos Bay Estates · M-2029·$87.0K·AUD-7703
Trust transfer completed05 Jul · 14:14
N. Salim·Kestrel Insurance · M-2007·$32.0K·AUD-7704
Expense approved06 Jul · 15:15
A. Okafor·Halcyon Partners · M-2011·$76.0K·AUD-7705
Tax report exported07 Jul · 16:16
D. Feld·Orion Media Group · M-2016·$61.0K·AUD-7706