Objective:

• Show an expense, leaving the Operating Account
• Record a Disbursement from the Office Account
• Services Rendered
• Professional charges
• UK workflow for disbursements

Environment:

• Clio Manage

Additional Information:

• For information on creating Activity Categories please see the following: Key Resources: Activities

Answer:

• In Activities, ensure the disbursement (e.g. OPG fee) is recorded as an Expense (not Time)
• Prepare the bill with your professional charges whatever these are
• Generate the bill either using quick bill or the billable client's options (whichever you prefer)
• Ensure clients pay the full amount (costs plus disbursements) into your bank's client account
• When the have paid, record the payment in as a payment into client account in the Transactions Tab
• Part pay the bill from the funds held to the credit of client account
• Leave the disbursement sat on client account and until you’re ready to take it
• PAY the disbursement from  OFFICE account and at the same time, transfer the client funds across