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Creating Automatic Disbursements as a Percentage of Fees

Use the Automatically Create Disbursements feature to add a disbursement as a percentage of fees when you create a bill.

Take the following steps to create a disbursement as a percentage of fees at billing:

1. Click File and select Matter Manager... to open the Matter Manager window.
2. Enter a matter number in the Matter box.
3. Press the Tab key.
4. Click the Billing tab.
5. Click to check the Automatically Create Disbursements at Billing box.
6. Select Percent of Fees from the drop-down list.
7. Enter a percentage in the Percent box.
8. Select an explanation code or enter an explanation in the Explanation box.
9. Enter a G/L account in the G/L Account box.
10. Click Save/Close to save your changes and return to the PCLaw desktop.