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How to request a cheque, wire or e-transfer for a matter disbursement?

In some cases, you may wish to pay for an expense related to a client from your general account and add that amount as a disbursement to the matter. To do so, you will have to add a cheque, wire or e-transfer request from the general bank account page

If you are going to make a payment out of your general account related to a disbursement for a matter, you will have to take the following steps:

  1. On the sidebar, click on Bank Accounts and select the general account:

    Bank Accounts (10)
  2. On the general account page, click on Add Outgoing Funds and select either of Request Cheque, Request Wire, or Request E-Transfer, as appropriate

    Transactions
  3. On the modal that appears, enter the details of the payment. Do not enter a matter as the matter won't have funds in the general account, and if you select a matter, Nojumi won't allow you to request the payment due to the matter having insufficient funds. Click on Add Request button.

    Transactions (2)
  4. Once the request has been made, on the sidebar under the Accounting tab, click on Outgoing Funds and under the Cheques, Wires or E-transfers tab, select the payment request to approve it.