Create Disbursements and Cost Recoveries
Overview There are four types of recoveries that can be entered on the disbursements tab of the matter. These are Cost Recovery, Anticipated, Incurred (Purchase), Incurred (Payment). Cost Rec...
Disbursements & Cost Recoveries
6 articles
General Ledger Disbursements
Overview The General Ledger Disbursement type is similar to an incurred disbursement, except rather than creating a cashbook entry, the credit side of the transaction will be posted to a General...
Transfer Disbursements
Overview Disbursements can be transferred from one matter to another. Only Unbilled Incurred Disbursements can be transferred via this process. Transferring Disbursements to another Matter...
Transfer Cost Recoveries
Overview Cost Recoveries can be moved from one matter to another. Only Unbilled cost recoveries can be moved to another matter. Transferring Cost Recoveries to another Matter To transfer ...
Cancelling Disbursements
Overview In this guide, we will learn how to cancel/reverse different types disbursements from various screens. TABLE OF CONTENTS Overview Incurred (Purchase) Anticipated Disbursement Inc...
Export Disbursements
Overview You can export Disbursements and Cost Recoveries directly from the Disbursement tab on the Matter card. Exports can include all items or be filtered by specific tabs such as Unbilled Inc...