AO
Expenses

Expense Tracking

Where the firm's cash is going, by category.

Court filing
$38,400
Transport
$14,200
Documentation
$9,800
Office expenses
$42,100
External counsel
$37,800
Breakdown
Expense tracking

Ashworth & Vance LLP · live demonstration data

Total expenses
$142.3K
▲ 12.0%
Approved
$108.4K
▲ 5.1%
Pending
$24.1K
▼ 14.2%
Rejected
$9.8K
▲ 2.3%
Reimbursable
$62.4K
▲ 14.4%
Budget variance
-3.2%
▼ 7.5%
Composition analysis
Expense categories
Court filing: $38.4K (27%)Transport: $14.2K (10%)Documentation: $9.8K (7%)Office expenses: $42.1K (30%)External counsel: $37.8K (27%)Month$142.3K
SourceAmountShareMoM
Court filing$38.4K27%+1.0%
Transport$14.2K10%+2.1%
Documentation$9.8K7%-3.2%
Office expenses$42.1K30%+4.3%
External counsel$37.8K27%+5.4%
Highest contributor: Office expenses · $42.1K
Trend intelligence
Expense trend
170K155K140K124K109KActual · Dec · 128KActual · Jan · 136KActual · Feb · 121KActual · Mar · 148KActual · Apr · 139KActual · May · 152KActual · Jun · 144KActual · Jul · 142KBudget · Dec · 140KBudget · Jan · 140KBudget · Feb · 140KBudget · Mar · 150KBudget · Apr · 150KBudget · May · 150KBudget · Jun · 150KBudget · Jul · 150KDecJanFebMarAprMayJunJul
ActualBudgetUnit: $K
Comparative analysis
Department comparison
Litigation
$48.2K
Corporate
$32.4K
Shipping
$21.6K
IP
$16.8K
Business services
$14.3K
Private client
$9.0K
Operational register
Expense register
ReferenceSubmitterDepartmentCategoryMatterAmountReceiptPolicyStatus
EXP-740J. Hollis KCLitigationTravelM-2041$1.2KMissingExceptionSubmitted
EXP-741T. MorganCorporateCourt filingM-2035$500AttachedCompliantApproved
EXP-742S. RavelShippingSubsistenceM-2024$1.4KAttachedCompliantIn review
EXP-743M. ChenIPDocumentationM-2029$200AttachedCompliantRejected
EXP-744P. AdeyemiLitigationTravelM-2007$1.4KAttachedCompliantSubmitted
EXP-745A. OkaforCorporateCourt filingM-2011$700AttachedExceptionApproved
EXP-746E. ColeShippingSubsistenceM-2016$1.1KMissingCompliantIn review
EXP-747L. IbarraIPDocumentationM-2018$1.1KAttachedCompliantRejected
EXP-748R. FenwickLitigationTravelM-1998$700AttachedCompliantSubmitted
9 of 9 records
Workflow and approvals
Approval timeline · EXP-744
1Submitted
S. Ravel
Completed 02 Jul
2Manager review
Practice manager
Completed 03 Jul
3Finance review
N. Salim
In progress · —
4Partner review (>$2K)
Partner
Pending
5Reimbursed
Payroll
Pending
Exceptions and risk
Exception queue and recommended actions
3 open
Duplicate expense detected
Same receipt submitted twice
$1.2K
Policy breach
Business class without approval
$3.4K
Receipt missing beyond 14 days
6 claims
$2.8K
Audit and history

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

Recent activity
  1. Payment posted01 Jul · 10:10
    N. Salim·Meridian Holdings PLC · M-2041·$76.0K·AUD-7700
  2. Invoice edited02 Jul · 11:11
    A. Okafor·Nordic Shipping AS · M-2035·$30.0K·AUD-7701
  3. Credit note approved03 Jul · 12:12
    D. Feld·Vertex Biotech Ltd · M-2024·$87.0K·AUD-7702
  4. Retainer adjusted04 Jul · 13:13
    J. Hollis KC·Lagos Bay Estates · M-2029·$9.0K·AUD-7703
  5. Trust transfer completed05 Jul · 14:14
    N. Salim·Kestrel Insurance · M-2007·$85.0K·AUD-7704
  6. Expense approved06 Jul · 15:15
    A. Okafor·Halcyon Partners · M-2011·$42.0K·AUD-7705
  7. Tax report exported07 Jul · 16:16
    D. Feld·Orion Media Group · M-2016·$69.0K·AUD-7706