Disbursement / Expenses Report

Modified on Tue, 1 Apr at 10:48 AM

In this article:

Brief Description
Use Cases
Finding and Using the Report
Available Filters
Report Output

Brief Description

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

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

In Actionstep, go to Reports > Matter Reports > General.

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 created 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 are 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.