Objective:

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

Environment:

• Clio Manage

Additional Information:

• Please note: Adding both will result in double billing the client
• How to Add an Expense to a Matter
• How to Disburse Trust Funds
• How to Disburse Retainer Funds from an Operating Account

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