Disbursement Summary Report

This report displays the total amount of Disbursement items entered for the specified date range as well as how much has been invoiced, received and how much of the displayed disbursement items are unbilled.

When you select to run a Disbursement Summary report from the Reports menu the following filter options are available:

Date Range List: Allows you to select the period you want the report to display

Date Range: Allows you to select the date range you want the report to display with the From Date and To Date.

Fee Earner: You can select a fee earner from the drop down menu and the report will display only disbursements for that particular fee earner.

Grouping Field: Allows you to display a Disbursement summary report categorised under a particular group. So for example choosing Industry will allow to you see the most common industries the disbursement items are recorded against.

Date Period: You can choose to see the disbursements in different date periods using the drop down.