KCS - When Should I Add an Expense Versus a Disbursement?

Objective:

  • Should I record this expense in Expenses or using Disburse Funds? 
  • What is the difference between Expenses and Disbursements? 

Environment:

  • Clio Web App

Additional Information:

Answer:

  • Use Expenses when your firm has paid for an expense on the client's behalf which you will be billing to them for reimbursement
  • Use Disbursements when you have paid for an expense out of the client's funds held on account
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