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Record an Expense Transaction From the Operating Account

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:

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

 

 

 

 

 

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