Disbursement search

Use disbursement search to find disbursements recorded on your matters. You can narrow the results with a range of filters, then export them to Excel.

Search for a disbursement

1. Go to Disbursements.
2. Enter your search criteria.
3. Click Search. Legalsense shows the disbursements that match your search criteria.
4. To export the results to Excel, click Export above the results.

See the article ↪ Working with data tables for how filtering, sorting and actions on several rows work in lists like this one.

Disbursements search page, showing the available search fields and the Search and Export buttons.

Note: Legalsense may inform you of an unprocessed remainder within the list of shown disbursements. See the article ↪ Unprocessed remainder to learn what this means.

Search fields

You can combine any of the following fields to narrow down your search. Some fields only appear if they're relevant to your firm's configuration.

• Firm: the firm the disbursement was booked on. This field only appears if your environment has more than one firm.
• Date: the date of the disbursement's purchase invoice. Enter a from and/or to date to search within a date range.
• User: the user who booked the disbursement. This field only appears if you have permission to view other users' disbursements.
• Number: the disbursement number. Enter part of the number to find disbursements that contain it.
• Is billed: whether the disbursement has already been included on a client invoice, or has been marked as billed elsewhere. Use this filter to find unprocessed disbursements that are still awaiting invoicing.
• Matter: the matter the disbursement is booked on.
• Client: the client of the matter the disbursement is booked on.
• Matter supervisor: the fee earner supervising the matter the disbursement is booked on.
• Disbursement type: the type of disbursement, for example travel costs or courier fees. Manage the available disbursement types at Settings → Lists → Disbursement types.
• Is billable: whether the disbursement can be charged to the client.
• Is billing on hold: whether billing is on hold for the matter the disbursement is booked on.
• Creditor: the creditor the purchase invoice was received from. This field only appears if the creditors feature is enabled for your firm.
• Purchase invoice number: the number of the purchase invoice the disbursement was booked on. Enter part of the number to find matching purchase invoices. This field doesn't appear if your firm uses an accounting sync integration; use Accounting number instead.
• Accounting number: the reference number of the purchase invoice in your connected accounting system. This field only appears if an accounting sync integration is configured for your firm.
• Payment status: whether the client invoice containing the disbursement has been paid. Choose Paid or Unpaid.