This guide provides a step-by-step approach to efficiently manage disbursements with expenses in LawAccounting/CaseQube. It simplifies the process of creating and editing disbursement records, ensuring accuracy in financial transactions. By following these instructions, users can easily update essential details, add expense lines, and maintain organized financial records, ultimately enhancing their accounting efficiency. Viewing this guide will empower users to navigate the system confidently and streamline their financial management tasks.
1. ### Step 1:
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Revenue Management
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Click the App Launcher (nine-dot icon).
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Type Law Accounting in the search bar.
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Open Disbursement Screen
- Click Disbursement
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Open Disbursement w/ Expense Screen
- Click Disbursement w/ Expense
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2. Step 2: Create a Disbursement with Expense
- Refer to Create a Disbursement w/ Expense Scribe
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3. Step 3: Edit Expense
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Click Edit w/ Expense:
Select the Edit w/ Expense button to modify an existing Disbursement with Expense record. -
Make Necessary Edits:
Update any fields as needed, including:-
Adjusting the Payee, Bank Account, or Disbursement Date
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Modifying the Amount
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Updating the Expense GL Account
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Editing comments or descriptions
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Clicking + Add Row to add additional expense lines
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Adjusting or reallocating amounts across GL lines
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Click Save:
Once all changes are complete and totals are accurate, click Save to update the transaction.
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