Ways to Write a Check for a Firm Expense in MyCase Accounting

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There are multiple ways to write a check for a firm expense in MyCase Accounting, depending on whether you've already entered a bill and how you'd like the expense tracked. This article walks through each option.

Before you start: this method is for firm expenses paid from your operating account only and not client costs or trust transactions, and not expenses you've already entered as a bill.

From anywhere in your account, hover over Accounting in the left side navigation bar to open the drop-down menu.

1. Open Banking — From the Accounting drop-down menu, select Banking.

2. Go to Checks — On the Banking screen, click the Checks tab.

3. Start a new check — Click Write Check to open a new check entry.

4. Fill out the check — Enter the check details — payee, date, amount, memo, and

the operating account it should be drawn from.

5. Save and print — Click Save, then print the check as you normally would.

That's it — the check is recorded against your operating account without ever needing a bill on file.

● This process does not create a bill or vendor record — it's meant for quick,

one-off firm expenses.

● If you need to track the expense against a vendor over time, enter a bill instead

and pay it from there.

● Never write client cost or trust account checks using this method — use the

appropriate trust accounting workflow instead.

Already have a firm bill on file — or want to log the expense before paying it? Use this method to pay an existing bill with a check.

From anywhere in your account, hover over Accounting in the left side navigation bar to open the drop-down menu.

1. Open Bills & Expenses — From the Accounting drop-down menu, select Bills &

Expenses.

2. Find the bill — Locate the firm bill you'd like to pay in the list.

3. Go to the payment action — In the Actions column for that bill, select the dollar-

sign icon.

4. Choose Pay by Check — Check the box next to Pay by Check.

5. Fill out the check — Enter the check details — payee, date, amount, memo, and

the account it should be drawn from.

6. Save and print — Click Save, then print the check as you normally would.

Please note: if the expense hasn't been created yet, you'll need to add it as a firm expense before you can pay it this way. See Enter and Manage Firm Expenses in MyCase Accounting for step-by-step instructions.