Disbursement (Expenses) Report

The Disbursements Report lists disbursements (may be called "Expenses in your system") with the option to group/sum or show a detailed list. This report is useful in seeing which disbursements are used often and then creating a disbursement template base from this information.

Note: Disbursements/Expenses can be created by selecting the Global Create Button (green button with "+") and selecting Disbursement/Expense.

 

This report pulls information from disbursements.expenses created in your system. Below is an image of the disbursement/expense creation screen to better understand from where this information is pulled.

Column Definitions

Date column displays the date attributed to the disbursement. This is not the created date. It is the date entered when a disbursement is created. 

Participant displays the user who created the disbursement. 

Template shows the template used (if applicable) to create the disbursement.

Disbursement column displays the text entered in the text area when creating the disbursement. 

Note: By default, selecting a template populates the text are with the name of the template. 

Matter ID denotes the ID of the matter to which the disbursement is attributed.

Matter displays the name of the matter for which the disbursement was created.

Matter Type shows the type of matter.

Quantity is pulled from the quantity field of the disbursement. 

Invoiced Quantity populates the number of disbursement quantities that have been billed

Uninvoiced Quantity displays the number of disbursement quantities that have yet to be billed 

At the bottom of the report, you can see sum Totals for the Quantity, Invoiced Quantity, and Uninvoiced Quantity columns. 

Settings

The Disbursement Report offers several settings to further define the report output to get the information you need. 

Report Type dictates which information is displayed. By default, the report displays a table of all disbursement information. The report can also display summaries by matter or participant.

Summary by Matter

Summarizes disbursement quantities by matter.

Summary by Participant

Summarizes disbursement quantities by the participant who made the disbursement entry. 

The Participant setting filters the report to only display disbursement created by the selected participant(s).

The Matter ID setting filters the report to only display disbursement created by the selected Matter ID(s).

Further settings can filter disbursements only attributed to specific Matter Types, Selected Templates, an Units of Measure. 

Note: Hold Ctrl on Windows or Cmd on Mac to select multiple values for these fields. 

 

Export Settings

Print launches your browsers default print screen. 

EXCEL downloads the report in XLS formation.

PDF downloads a PDF version of the report.