Enter a disbursement entry

Tip:  You can also access the Time & Disbursements window from the Time & Disbursements tab from the triConvey Home Dashboard. Any entries created here must be assigned to a matter before saving.

• Date of the disbursement; 
• Subject; 
• Description;
• Select between Hard Cost or Soft Cost;

Tip:  Hard costs are costs paid directly to the supplier, e.g. search fees and Soft costs are costs that your firm can choose to pass to the client, e.g. costs of printer paper and ink.

• Quantity; 
• Price of the disbursement;
• GST details, including if Input GST or Output GST are different amounts.

Tip:  Set up activity codes so you can use the Activity drop-down menu to automatically fill in most of these fields and save time entering the same disbursement.

Quickly enter and review manual entries

You can also create disbursement entries from the bar at the top of the Disbursements tab in a matter.

Delete a disbursement

To delete a disbursement, right-click it and select Delete Disbursement.

triConvey Companion Site Web App

1.    Open a Matter and select the Disbursements tab.

2.    Select New Disbursement Entry.

3.    Enter the date of the Disbursement and then enter the subject, description, quantity and price.

4.    Choose whether the disbursement should be classified as a Hard Cost or Soft Cost.

Tip:  Hard costs are costs paid directly to the supplier, e.g. search fees and Soft costs are costs that your firm can choose to pass to the client, e.g. costs of printer paper and ink.

5.    Select the toggles to choose whether the disbursement is Billable or if you wish to write it off.

6.    If Input and/or Output tax is different for this disbursement, enter the amounts in the Input GST/Output GST field.

7.    Select whether this entry is a regular disbursement or an anticipated disbursement.

Tip:  If it is an anticipated disbursement, enter the supplier name, supplier reference and your payment due date.

• If you toggle the Payable to Supplier or Supplier Paid option for either a Disbursement or Anticipated Disbursement, enter the supplier's payment details. This marks the disbursement as paid, so a journal entry dated to today's date will be sent to Xero or MYOB (if your firm uses these integrations).
  

8.    Attach a receipt to this disbursement if applicable.

9.    Select Save or Save & New to continue entering disbursements.

Quickly enter and review manual entries

You can also create disbursement entries from the bar at the top of the Disbursements tab in a matter.

Delete a disbursement

To delete a disbursement, open it and select Delete this Disbursement.

Good to know