Adding Disbursement Costs

Disbursements generally refer to costs that you incur that you will recoup entirely from the one client. For example couriers, search fees, out-sourced photocopying or scanning. 

Office Costs are usually entered in bulk and typically include photocopying, faxes and printing charges. 

Step-by-step guide

To add the disbursement cost: 

1. Go to the relevant matter and from the Lawyer’s Workbench, and add a disbursement on the Workbench tab of the matter.
   
2. Select the disbursement code. There will be two. One for searches with GST and one without GST. 
3. In the description, write the name of the search provider, followed by the title of the search. This information will appear on the bill, when an itemized bill is generated. (This information will also be used by accounts to check the bills from the search provider.) 
4. Click Save. You will be able to see the disbursement in the Costs tab. 

Adding a disbursement from matter adds a non-cash disbursement to the matter. 

When the search result is returned, save this as a folio on the matter (either drag and drop or use the floating file note)