Manually add a disbursement

If your Legalsense environment does not have a link to an accounting software application you can add disbursements manually.

Adding disbursements

Adding a disbursement can be done in the menu 'Disbursements' by clicking on the button  'New disbursement':

You will then get the entry screen for the 'disbursement':

Below we explain some of the options. The fields marked with '*' are required fields.

• Date*: date of the disbursement;
• Is purchase: if this option is checked, the disbursement will be booked as a purchase invoice to the accounting application. A creditor and purchase invoice number must be specified. If your environment does not have a link to an accounting software application, you can leave this option unchecked;
• Creditor: when you click on the green '+', you can manually create the name and, if desired, bank account number and bic code of the creditor in question. Hereafter you can use a drop down menu to select the name of the creditor for future invoices;
• Matter*: here you specify the matter on which the disbursement must be booked;
• Disbursement type: for specifying the type of expense (travel expenses, bailiff fees, court fees etc.). The options available here can be found under 'Settings - 'Lists' - 'Disbursement types' (if you have the rights to do so);
• Description: description of the expense. This will also appear on the invoice specification;
• Amount*: the amount stated on the invoice;
• Currency*: The currency of the disbursement. Please note! This field is only available when multiple currencies are enabled within your environment;
• Amount entered is*: here you indicate whether the amount is inclusive or exclusive of VAT;
• Tax rate*: you specify the applicable VAT rate here;
• Is billable: is the disbursement billable or not;
• Attachment: You can add an attachment to the expense (e.g. a scanned copy of the invoice).

Click on 'Save' when everything is completed. The disbursement is then saved on the matter and (if billable is ticked) available for billing.