Charge travel expenses incurred

Travel expenses can be billed in two different ways within Legalsense. 

1. In the menu 'Disbursements'
2. By adding a manual line on a draft invoice.

Menu Disbursements

Click on 'Disbursements' and then on 'New Disbursement.' 

You will then see the following screen:

We will explain a few points:

• Is Purchase: By checking this box, you can add the actual 'Creditor' and the 'Purchase Invoice Number' to the disbursement. If you do not want this disbursement to be booked as a purchase invoice, you can uncheck this box. In which case, you do not have to specify a creditor or an invoice number;
• Matter*: Here, you enter the matter to which the disbursement should be charged;
• Disbursement type: Here, you select the type of disbursement. In the example, the type chosen is 'Travel';
• Description: This field can be used to add a description;
• Amount*: The amount you want to book onto the matter. You enter a manual amount which you may have to calculate yourself;
• Amount entered is*: Is the amount in or excluding tax? By default, the choice is 'Excluding tax';
• Tax rate*: At what rate should the disbursement be charged?;
• Is billable: is the disbursement billable or not? The default choice is 'Is billable.'
• Include PDF with invoice: Tick this box if you would like to be able to attach the uploaded PDF to the concerned invoices. 
• Attachment:  Click on the button 'Choose file' to be able to upload an attachment (original invoice or receipt) to the disbursement . This has to be a PDF file. 

When you have filled out all fields, click on save. The disbursement is now held on the matter and available for billing.

Manually adding a line on an invoice

You create a draft invoice for the desired matter. Click on 'edit' and then click on 'Add line':

Then click on 'Disbursements.' You can manually add a disbursement and attach the desired description and amount to it. After clicking on 'Save draft' afterward, the disbursement will be added to the draft invoice.