Enter a disbursement entry

Available on Smokeball Bill, Boost, Grow and Prosper+

Learn how to enter your firm’s costs, disbursements or disbursements in Smokeball.

Grow/Prosper+ Bill/Boost

Smokeball Grow/Prosper+

  1. Select an existing matter, then select the Time & Disbursements tab.
  2. Select Disbursements to open the Disbursement entry window.
  3. Enter the date of the disbursement, then enter the subject, description, quantity, and price of the disbursement.
    • Set up activity codes so you can use the Activity drop-down menu to automatically fill in most of these fields and save time entering the same disbursement.
  4. Tick whether the disbursement is Billable, or if you wish to write it off.
  5. Select Save or Save & New to continue entering disbursements.

Note: You can also access the Time & Disbursements window from the Time & Disbursements tab. Any entries created here must be assigned to a matter before saving.

Quickly enter and review manual entries

You can also create disbursement entries from the bar at the top of the Disbursements tab in a matter.

Delete a disbursement

To delete a disbursement, right-click it and select Delete Disbursement.

Smokeball Web App

  1. Open a matter, then select the Disbursements tab.
  2. Select New Disbursement Entry.
  3. Enter the date of the Disbursement, then enter the subject, description, quantity, and price.
  4. Select the toggles to choose whether the disbursement is Billable or if you wish to write it off.
  5. Select whether this entry is a regular disbursement or an anticipated disbursement.
    • If you are entering an anticipated disbursement, enter the supplier name, supplier reference and your payment due date.
      • If you toggle the Payable to Supplier or Supplier Paid option, you will be presented with fields to enter the supplier's payment details. This option marks the disbursement as paid, so a journal entry dated to today's date will be sent to Xero or MYOB (if your firm uses these integrations).
  6. Attach a file to this disbursement if applicable.
  7. Tick Print Cheque to generate a cheque to a contact, and select if you wish to print it now, later, or manually. Refer to our office payments article to learn more about cheque printing.
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  8. Select Save or Save & New to continue entering disbursements.

 

Quickly enter and review manual entries

You can also create disbursement entries from the bar at the top of the Disbursements tab in a matter.

Delete a disbursement

To delete a disbursement, open it and select Delete this Disbursement.


Good to know

To calculate GST on the disbursement, you must enter at least the number 1 in the Quantity field.

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