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How to add disbursements to a matter

When you incur out-of-pocket expenses on behalf of a client, you should add a disbursement to the client's matter to get reimbursed as part of the invoice payment

  1. Browse the Matter Entries Page and click on the Add disbursements button
  2. In the modal that appears, enter the total amount of the disbursement as well as the description of the disbursement, and click on Create expense entry
  3. The disbursement entry will then be shown as an entry, and the Total billable entries is updated to reflect the added disbursement