Anticipated → Requested → Approved → Incurred (paid)And separately, their billing status:Unbilled → Draft Billed → Billed
Go to Disbursements in the left sidebar to see a list of all disbursements across matters. Filter by:MatterStatus (Anticipated, Requested, Approved, Incurred)Billing statusSupplier/payeeDate rangeYou can also view disbursements within a matter from the Bi ...
Go to Disbursements and click New Disbursement, or open a matter and use the quick-add from the Billing tab.Fill in:Matter — which matter this cost relates toSupplier/payee — search for an existing contact or create a new oneDescription — what the cost is ...
Categories help group disbursements for reporting and billing. Common categories include:Court FeesLand Registry FeesSearch FeesCounsel Fees / Barrister FeesExpert FeesStamp Duty Land TaxTravel and AccommodationPhotocopying / Print CostsYour Firm Administ ...
Attach receipts, invoices, or evidence documents to a disbursement:Open the disbursement.Go to Attachments.Upload the file (e.g. a supplier invoice or receipt).Keeping receipts attached ensures a clear audit trail for billing and compliance.
For larger disbursements or those requiring sign-off:The fee earner submits the disbursement for approval (status moves to Requested).A supervisor or Firm Admin reviews it in the Approval Queue (Disbursements → Approvals).They approve (with notes if neede ...
To import multiple disbursements at once (e.g. from a spreadsheet):Go to Disbursements → Bulk Import.Download the CSV template.Fill in the disbursement data.Upload the completed CSV.Review and confirm the import.
When generating an invoice for a matter, CaseConnect automatically includes all Unbilled disbursements with Incurred status. You can include or exclude individual items during the invoice generation process.Once included on a sent invoice, the disbursemen ...
Billing status alone doesn't tell you whether the client has actually paid, or whether you've paid the supplier — those are two separate, and separately important, questions:Billed just means it's on an invoice sent to the client.Recovered means the clien ...
Inside each matter you can see disbursements from:The Billing tab — shows unbilled disbursements ready to invoiceThe Office Account tab — shows disbursements paid from office accountThe Client Account tab — shows disbursements paid from client money
Record early: Log anticipated disbursements as soon as you know they're likely — it gives a better picture of matter profitability and cash flow.Attach receipts immediately: Upload the supplier invoice or receipt at the point of recording. It's easy to fo ...