Record disbursements and import a supplier invoice
Add a disbursement to a matter by hand, or import a supplier's PDF invoice and check each line and its GST before anything is added.
On this page
Open the matter's Disbursements tab
Open the matter.
Click the Disbursements tab.
Nguyen Holdings - Commercial Lease Review
projects · 06/01/2026
Add a disbursement by hand
Fill in the row at the top of the tab: Date, Staff, Supplier Name, Description, Rate, Quantity, GST Status and Billable.
Pick a GST Status: GST Exclusive, GST Free or GST Inclusive.
Click Add. The disbursement appears in the table below, and the Total row updates.
| Date | Staff | Description | Rate | Quantity | GST Status | Billable | Amount | |
|---|---|---|---|---|---|---|---|---|
| 02/08/2026 | Sarah Chen | Sewer service diagram | 18 | 3 | GST Exclusive | true | 54 | |
| 15/08/2026 | Eleanor Whitcombe | Section 10.7 planning certificate | 63 | 2 | GST Exclusive | true | 126 | |
| Total | $81.00 | 5 | $180.00 |
Import a supplier invoice instead
Click Import from PDF at the top right of the tab.
Click Click to choose a PDF invoice and pick the invoice file.
Import disbursements from invoice
Wait while the invoice is read
A progress bar shows each stage: Uploading invoice..., Reading pages..., Extracting disbursements with AI... and Matching to your matters....
A big invoice can take a minute or two. Wait for the review screen.
Import disbursements from invoice
Uploading invoice...
A big invoice can take a minute or two. Minimise to keep working while it finishes.
Check each line and its GST
Check the Supplier, Invoice number and Date to record at the top. Change any that is wrong.
Lines are grouped by matter number. Each line shows its Description, an Expense code, the Ex GST amount and the GST amount.
Read the GST figure on each line against the invoice. Type over it if it is wrong. Do the same for Ex GST.
Untick any line you do not want. Tick a group's box to select or clear all of its lines.
Import disbursements from invoice
Supplier
Invoice number
INV-2048713
Date to record
260506: Nguyen Holdings - Commercial Lease Review
260599
2 lines selected · $29.50 ex GST + $2.95 GST
Add the lines
Read the footer. It shows how many lines are selected and their total ex GST plus GST.
Click Add N disbursements. The screen shows Added N disbursements. Click Done.
Click Start over instead to throw the reading away and choose another file.
Import disbursements from invoice
Added 2 disbursements