Maximum Flexibility When Recording and Paying Client Expenses

You can record and pay client disbursements or expenses using several methods, each designed to provide maximum flexibility to your firm.

• Client expenses can be manually entered for a single client or multiple clients
• Checks can be written to pay and post client expenses in a single step
• Expenses can be imported using the Cost Recovery Interface

Expenses entered using any of the above methods appear on the client ledger ready for billing.

Manually Entering Expenses for a Client

Using Disbursement Entry you can manually enter disbursements or expenses for a single client or multiple clients. Alpha or numeric user-defined codes can be used to speed up entry and pre-defined fixed or unit rates can be set up for specific expense types. If you're entering large volumes of expenses you can use the keyboard only, which speeds up data entry.

Writing a Check to Pay a Client Expense or Disbursement

Checks can be written to pay a client expense, allocating the disbursement to the client ledger for billing while updating the bank ledger. This single step process speeds up data entry and ensures expenses get posted to the client ledger for billing. Checks can be written on behalf of a single client or multiple clients using general accounts or client trust accounts.

Using Accounts Payable to Process Client Expenses

Invoices entered in Accounts Payable for client expenses can be distributed to a single client or multiple clients. When an invoice is processed the expense is posted to the client ledger for billing and the payable is created in a single step. Payables can be tracked by due date and checks can easily be processed and printed for payables that are due. If your firm processes a large volume of client expenses you can take advantage of the additional time-saving features that Accounts Payable offers over standard check writing.

Task-based Billing

ESILAW allows use of UTBMS codes for task-based expense entries.