Check Requests for Review

When entering a Disbursement in a case, your firm may have one or more staff members review and approve the Disbursement check requests before the checks are printed and sent to the payees. A Review page is available under Tools > Accounting > Check Requests for Review. See Disbursements for additional information about the Disbursements page.

To be placed on the Review page, a disbursement must be placed in a status of Review. This is accomplished either by entering that status when creating the disbursement or by changing the status of the Disbursement checks to Review.

On the Disbursements page you can select multiple payments, right click on one of them, and select Edit Selected. That will allow you to edit the status of multiple disbursements simultaneously.

Once Distribution checks are placed into the Review status, they will be available for inspection by any staff member who is in appropriate User Permission Groups. The Review page is available under Tools > Accounting > Check Requests for Review.

The Check Requests for Review page displays a table with the following options and columns:

Bank Account: Dropdown that lists the available Bank Accounts. You can add or edit the Bank Account by selecting the appropriate Account and clicking Update selected.
Expense Account: Dropdown that lists the available Expense Accounts. You can add or edit the Expense Account by selecting the appropriate Account and clicking Update selected.
Status: Dropdown that lists the statuses into which the disbursement can be placed. On this page, the status should always initially be Review. You can edit the Status by selecting the appropriate Status and clicking Update selected.
Update selected: Button that, when clicked, enters any changes made in the Bank Account, Expense Account, and/or Status fields.
Unnamed Column: Checkbox that allows you to select any or all of the disbursements listed in order to apply changes you have selected.
Case Number: The case number of the case in which the disbursement was entered.
Case Name: The name of the case in which the disbursement was entered.
Invoice #: The number of the invoice related to the disbursement.
Bill Date: The date of the bill related to the disbursement.
Amount: The amount of the disbursement.
Payee: The name of the payee to whom the payment was made.
Status: The status of the disbursement. You can change the status of an individual disbursement by double clicking on the status and selecting a new status.
Expense Account: The expense account selected for the disbursement. You can add or change the expense account to which an individual disbursement is assigned by double clicking on the expense account and selecting a new expense account.
Requested by: The staff member who requested the payment.
Comments: Any comments that were entered on the disbursement. You can add or edit the comment by double clicking on the expense account and selecting a new expense account.

Additional columns for Bank Account, Check #, Check Date, Recoverable, and Waived are available to add to this table. See Tables for additional information.