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Disbursement / Expenses Report

Brief Description  

The Disbursements Report lists disbursements with the option to group/sum or show a detailed list. (This may be called Expense Report in your system.)

TIP:  Disbursements/expenses can be created by clicking the global Create button and selecting Disbursement/Expense.

 

Use Cases 

This report is useful in seeing which disbursements are used often and then creating a disbursement template base from this information.

 

Finding and Using the Report

  1. In Actionstep Practice Management, go to Reports > Matter Reports. (Your menu may show Reports > Matter Reports > Reports List.)
  2. In the General section, click Disbursement / Expenses report. The report is displayed.

Then, refer to these articles for help generating and saving reports for future use:

 

Available Filters

  • Report Type: Choose which information is displayed. By default, the report displays a Detailed table of all disbursement information. The report can also display a Summary by Matter (summarizes disbursement quantities by matter) or a Summary by Participant (summarizes disbursement quantities by the participant who made the disbursement entry).
  • From / To: Enter the date range for the report.
  • Participant: Select one or more participants whose disbursements you want displayed in the report.
  • Matter Id: Select one or more matter IDs that had disbursements created that you want displayed in the report.
  • Matter Type: Choose the matter types you want used in the report.
  • Template: Choose the template you want to use to create the disbursement.
  • Type: Choose the type of disbursement: Anticipated, Hard cost, or Soft cost.
  • Unit of Measure: Choose the unit of measurement: Each or Hour.

 

Report Output

  • Date: Shows the date attributed to the disbursement. This is not the created date. It is the date entered when a disbursement is created.
  • Participant: Shows the user who recorded the disbursement.
  • Template: Shows the template used (if applicable) to create the disbursement.
  • Type: Shows the type of disbursement: hard. soft, or anticipated.

  • Disbursement: Displays the text entered in the text area when creating the disbursement.

    NOTE:  By default, selecting a template populates the text area with the name of the template.

  • Matter ID: Shows the ID of the matter to which the disbursement is attributed.
  • Matter: Shows the name of the matter for which the disbursement was created.
  • Matter Type: Shows the type of matter.
  • Quantity: Shows the data from the quantity field of the disbursement.
  • Invoiced Quantity: Shows the number of disbursement quantities that have been billed.
  • Uninvoiced Quantity: Shows the number of disbursement quantities that have yet to be billed.
  • Totals: Shows the sums for the Quantity, Invoiced Quantity, and Uninvoiced Quantity columns.

Updated