Disbursement Detail

The Disbursement Detail tab is used to view the disbursement detail for electronic invoices. Adjustments to a detail record can be made on the adjustment fields. All other fields are read-only.

Key features:

UTBMS expense code dropdown.
Pop-up calendar for the charge date.
Pop-up notepad for the fee description.
Smart professional dropdown with partial name searching and button to launch the Entity notebook.
Smart matter dropdown with matter number or partial matter name searching and button to launch the Matter notebook.
Original, discounted, adjustment, and actual financial fields.

Note: This tab does not display for manual invoices.

The Disbursement Detail tab, which is accessed by clicking on the tab in the binder section of the Invoices notebook, displays in tabular view as described below.

Disbursement Detail Tab Field Definitions

Field	Description	Required (Y/N)
Matter #	The matter with which the expense is associated.	Y (read-only)
Professional	The name of the professional who claimed the expense.	Y
Charge Date	The date of the expense.	Y
Expense Type	The type of expense. Select a value from a dropdown list.	Y
Charge Note	This field contains a short note regarding any expenses for this invoice. Click to enter data.	N
Total Amount	The total amount of the detail record.	N
Adj. Amount	The amount of the adjustment.	N
Original Unit Amount	The original unit amount of the expense before any adjustments or discounts.	Y
Original Units	The original number of units of expense before any adjustments or discounts.	Y
Original Total	The original total amount of expense before any adjustments or discounts.	Y
Discount Type	The type of discount associated with the expense.	N
Discount Percent	The percentage of the discount to apply to the expense.	N
Discount Amount	The amount of the discount.	N

Note: LawManager tab records include fields containing audit and security information. For a detailed explanation of these fields, see Viewing Audit Fields and Security Information.