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