In some cases, a fixed general expense - calculated as a certain percentage of the billable fees - is applied to a matter.

The power user can activate the general expense in the parameters at the business unit, customer, or matter level (Invoicing > General expense to be used in invoicing). If the setting is defined at the business‑unit level, the general expense becomes active for every customer and matter. To enable the calculation of the general expense, the power user activates the ”General expense in use” parameter and defines the percentage used to calculate the general expense. An expense type must also be specified for the general expense to ensure that invoice creation succeeds.

The general expense is calculated during the invoicing phase, and an expense entry is automatically created for the matter.

If the general expense feature is enabled, the power user can specify in the parameters whether the general expense should be calculated from the full (non‑discounted) transaction amount or whether any customer‑specific discount should be taken into account, in which case the general expense is calculated from the discounted amount.