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