This article is an overview of the Disbursement Report within Insight.
1. This report will show any office disbursements raised on the client accounts as per their status on the date of running.
2. The next option is to choose the date range you want to report on by selecting the From and To Date, then a Run-to-Date should be chosen. The current status of the Disbursement will be reflected as of the Run-to-Date input.
3. The report can be further filtered to extract more specific information.
4. Transaction type can be chosen as Client, Office Disbursements, or both.
5. The Posting Type filter can be filtered for Bank, Matter, Nominal, or Purchase Ledger.
If you have various disbursement types set up you can also filter by this. Further filter options are Department, Matter Type, Branch and Fee Earner.
6. Finally, the report can be sorted and grouped, as follows:
- Sorting can be done by Date or Matter and the report can be grouped by Matter, Fee Earner, Branch, Department, Matter Type or Disbursement Type.
- Once you have input all of your criteria, click Run and the Report will appear on screen. This report can then be printed or saved as an excel or PDF.
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