How to Create a Disbursement Entry in Liradocs Mobile App

Creating a disbursement entry in Liradocs allows you to accurately record expenses related to a matter or client. Follow these steps to create a new disbursement entry:

Steps to Create a Disbursement Entry

1. Open the Menu
   Go to the menu in the Liradocs mobile app.
2. Select Disbursements
   Click on “Disbursements” to open the disbursements page.
3. Start a New Entry
   Click on the plus (+) icon to create a new disbursement entry.
4. Fill in the Details
   • Matter: Select the related matter.
   • Staff: Choose the staff member responsible for the entry.
   • Expense Type / Category: Select the appropriate type of disbursement.
   • Amount: Enter the expense amount.
   • Notes / Description: Add any additional details if necessary.
5. Create the Entry
   Once all details are filled in, click on the “Create Disbursement” button.

Your new disbursement entry is now successfully created and recorded in the app.