Mass import disbursements

Import one invoice across every matter it bills.

A supplier tax invoice covering many matters gets read, grouped by matter, and staged for review. Nothing is written until you approve it.

  1. 01

    Open Import from PDF

    From the Disbursements tab, either on a matter or the standalone Disbursements table, upload the supplier invoice.

    Import from PDF

    searches-invoice.pdf
  2. 02

    Review the line items, grouped by matter

    Every line stays editable, from description to expense code to amount, before it becomes a disbursement.

    Grouped by matter

    Smith Family Trust

    Title search$28.50
    Council search$45.00

    Harbord Property Co.

    Certificate copy$15.00
  3. 03

    A likely duplicate is flagged, not skipped

    A line that looks like it has already been recorded starts unchecked rather than hidden, so you decide whether to include it.

    Possible duplicate

    Title search · $28.50Possible duplicate
  4. 04

    A matter number that does not resolve is not guessed

    If a matter number on the invoice does not match an existing matter, its charges are still shown, but they cannot be committed until someone assigns them.

    No matching matter

    Matter 2024/0999 · $32.00Not found