Distribution Checks for Review

When entering a Settlement in a case, you can also enter both the incoming Settlement check and the outgoing Distribution checks. See Negotiations/Settlement for details. Many firms have one or more staff members review and approve the Distribution check requests before the checks are printed and sent to the payees. A Review page is available under Tools > Accounting > Distribution Check Requests for Review.

To be placed on the Review page, a distribution must be placed in a status of Review. This is accomplished by changing the status of the Distribution checks to Review.

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 > Distribution Check Requests for Review.

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

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 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 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.
Amount: The amount of the disbursement.
Payee Name: The name of the payee to whom the payment was made.
Check Request 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.
Bank Account: The bank account from which the disbursement will be paid.
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 Check # and Check Date are available to add to this table. See Tables for additional information.