The Disbursement screen is where all costs paid out by the firm on behalf of the client will be tracked in order to ensure reimbursement at the conclusion of the case. The top half of the screen will keep a running total of all of the costs added to the case under various categories, such as recoverable or waived. Please note that this screen may be called something else, such as Case Costs or Expenses as configured by your administrator, but will have the exact same functions discussed in this video.
The bottom half of this screen contains all entries for costs made on the case. Like most other tables in SmartAdvocate, the columns in this table can be customized using the Layout button in the bottom right corner, and exported in PDF, excel or word format using the buttons at the top right of the table. Special table merge codes allow the contents of this page to be added to a document. To add a new expense to the case, select the Add Disbursement button in the top left of the table. From this panel, you are able to add a variety of information related to the expense such as invoice date and number, what type of expense it is and other comments expanding on the expense, as well as attach documents directly to the expense.