🧾 EXPENSES TAB

What it does: Records every business expense and maps it to the correct IRS Schedule C line automatically.
To add an expense: Tap the + button → enter Vendor, Date, Amount, and Category → tap Add Expense.
Categories and Schedule C lines:
  • Car & Truck → Line 9 (mileage, gas, vehicle costs)
  • Contract Labor → Line 11 (payments to Earl Campbell and other contractors)
  • Legal & Professional → Line 17 (attorney fees, filing fees)
  • Meals → Line 24b (50% deductible — business meals only)
  • Office Expense → Line 18 (supplies, software, subscriptions)
  • Travel → Line 24a (hotels, flights for business)
  • Supplies → Line 22 (investigative supplies)
Receipt photos: Tap 📷 Attach to add a photo of the receipt. Photos are compressed automatically and saved securely.
Scan receipts: Tap 📷 Scan to photograph a receipt — the app reads the vendor, date, and amount automatically using AI.

💰 REVENUE TAB

What it does: Records all payments received from attorneys and courts. This feeds directly into Schedule C Line 7 (Gross Income).
To log a payment: Tap the $ button → select Payment Source → enter Payer name, Date, and Amount → tap Log Revenue.
Payment sources:
  • CJA Panel — Federal Court (Southern District of Texas)
  • Harris County — Court-Appointed
  • Fort Bend County — Court-Appointed
  • Private Attorney / Client
Important: Log every payment when received — not when invoiced. This keeps your Schedule C accurate for tax purposes.

📄 BILLING TAB

What it does: Tracks all invoices sent to attorneys. Shows which are unpaid, overdue, or paid. The AR Balance in the top right shows the total amount owed to IAI.
To create an invoice: Tap + → enter Client name, Date, Court, and Case number → add service lines with Description, Hours (Qty), and Rate → tap Create Invoice.
Standard rates: $80/hour for most cases · $90/hour for complex federal cases.
To edit an invoice: Tap the ✏ Edit button on any invoice to update line items and amounts.
To mark paid: When payment is received, tap ✓ Mark Paid. The invoice moves to Paid status and the AR balance updates automatically.
Statuses:
  • UNPAID — Invoice sent, payment not yet received
  • OVERDUE — Payment past due date
  • PAID — Payment collected
AR Balance: Shows the total of all unpaid and overdue invoices. This is what courts and attorneys owe IAI at any given time.

📋 SCHEDULE C TAB

What it does: Automatically calculates your IRS Schedule C — the tax form for self-employed business income and expenses. Everything updates in real time as you add expenses and revenue.
Key figures:
  • Gross Revenue — Total of all payments logged in the Revenue tab (Line 7)
  • Total Expenses — Sum of all expenses across all Schedule C lines (Line 28)
  • Net Profit / Loss — Gross Revenue minus Total Expenses (Line 31). Green = profit, Red = loss.
Clicking a line: Tap any highlighted Schedule C line to see which expenses make up that total.
Contract Labor (Line 11): This is where Earl Campbell's payments appear. Any expense saved under the Contract Labor category flows here automatically.
Exporting: Tap ⬇ CSV to download a full Schedule C export for your tax preparer.

⚠ COMMON MISTAKES TO AVOID

Wrong category: Always select the correct Schedule C category when adding an expense. A meal logged as Office Expense goes to the wrong tax line.
Missing revenue: Log every payment when received — even small amounts. Missing revenue means an inaccurate Schedule C.
Forgetting to mark paid: When an attorney pays, always tap ✓ Mark Paid immediately. This keeps the AR balance accurate.
Contract Labor rate: Earl Campbell's payments must be logged under Contract Labor category — not Wages — to appear correctly on Schedule C Line 11.
Invoice amounts: Always verify line items when creating an invoice. Use the ✏ Edit button to correct any invoice that shows $0.00.

⚡ DAILY WORKFLOW QUICK REFERENCE

After a business meal: Expenses → + → Vendor, Date, Amount → Category: Meals → Attach receipt photo → Add Expense.
After driving for work: Expenses → + → Vendor (e.g. "Field Investigation"), Date, Amount → Category: Car & Truck → Add Expense.
Paying Earl Campbell: Expenses → + → Vendor: Earl Campbell, Amount → Category: Contract Labor → Add Expense. It will appear on Schedule C Line 11.
Receiving payment from attorney: Revenue → $ button → Source, Payer, Date, Amount → Log Revenue.
Creating a new invoice: Billing → + → Client name, Date, Court → Add service lines (hours × rate) → Create Invoice.
Attorney pays invoice: Billing → find invoice → ✓ Mark Paid → AR balance updates automatically.