Recording a Disbursement

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 to

• Supplier/payee — search for an existing contact or create a new one

• Description — what the cost is for (e.g. "Land Registry search fee")

• Net amount — amount before VAT

• VAT rate — applies automatically; enter 0 if VAT-exempt

• Due date — when payment is due

• Category — the disbursement type (e.g. Court Fees, Search Fees, Counsel Fees)

Set the account type:

• Office account — for recoverable (billable) disbursements

• Client account — for non-recoverable disbursements paid from client money

Optional:

• Anticipated date — estimated date for budgeting

• Processing status — set to Anticipated if not yet confirmed

Click Save.