• Select a Matter 

• Click on Disbs Tab

• Right click in the Disbs window
• Select Add 

1. Enter Date and Reference
2. Enter Description 

1. Enter Gross Amount of Anticipated Disbursement
2. Select VAT rate
3. Enter VAT amount 
4. Select Disbursement Type 

1. Click Save 

Including an Anticipated Disbursement on a Bill Request

1. Go to Case Enquiry 

1. Look up a Matter 

1. Click on Bill Request 

1. Complete the main details for Bill, instructions to do that are here: How to Submit a Bill Request

1. Go to Disbursements Tab
2. Tick the include box for any Anticipated Disbursements available
3. Ensure a Bill VAT rate is selected
4. Ensure a Type is selected

• Complete the remainder of the Bill request 
• Click Submit

**The Anticipated Disbursement will now appear on the Bill but will not appear as a debit on the office ledger until it is posted using the O4 Office Disbursement posting**

Deleting an Anticipated Disbursement

1. Go to Case Enquiry 

1. Look up Matter 

1. Click on Disbs tab

1. Select the required Anticipated Disbursement
2. Right click on Disbursement 
3. Select Delete

Posting an Anticipated Disbursement to the Ledger

1. Go to Accounts 
2. Select Client

1. Look up Matter

1. Select O4 Office Disbursement 

1. Click on the drop-down list for Prebilled

1. Select the required Anticipated Disbursement
2. Enter any changes to the disbursement details
3. Select where the disbursement is being paid from.  See How to Post an Office Disbursement for more details

1. Select Debit or Credit and enter Payee if applicable

1. Click Post