Entering a New Disbursement (Cost) Slip

To enter a new cost slip in Brief Accounting:

Select the Billing module icon, click the New icon:

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Select "Slip" and click OK:

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Enter the file number for the client and hit the "Tab" key. The Client Name and Matter Description are automatically filled in:

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Click the "Disburse" option on the slip detail screen:

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Enter the description of the cost, the quantity, and amount (each):

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When finished, click the Accept. The list of billable cost slips entered for the file is displayed.

TIP: Rather than clicking Accept after a slip is entered, clicking the New icon at the top of the screen will save the slip that was being worked on and open a new blank time slip for the same matter.

 

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