The Automatic Disbursement Capture Report screen is divided into two sections; System Parameters and User Parameters. In the System Parameters section, the user must specify details for the format of the report; in the User Parameters section, the user must specify details pertaining to the content of the report. For general information on running reports and on defining System Parameters, please refer to the Running Reports help document.

Report Description

The Automatic Disbursement Capture report deals with those disbursements that are automatically tracked within the Firm (i.e. Photocopying, Faxes, etc). As the disbursements are accumulated, they are recorded in a file (com.in) and are later posted so that they can be billed. If one of these disbursement records is invalid, it is recorded in a separate file and is then displayed in this report. The Automatic Disbursement Report is generated based on a user specified range of users. For each user within the selected range, the report includes all invalid disbursements, and details the following: Transaction Type, Client or GL (i.e. whether it is a Client or GL transaction), Client Number and Matter Number (i.e. only when it is a Client transaction), GL Account Number (i.e. only when it is a GL transaction), Transaction Date, Unit Amount, Quantity, Phone Number, Error Message, and any comments entered regarding the disbursement.

User Parameters