Introduction

Transferring disbursements between matters in Matters.Cloud allows you to ensure that costs are correctly allocated. This guide outlines the prerequisites and step-by-step process for transferring disbursements.

Pre-requisites

A user must have the Transfer expenses permission allocated to their role. For further information, please refer to the following article: Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud

Note: Only administrators can enable this permission. If you are not an admin, please contact your internal administrator to request access.

How to Transfer Disbursements Between Matters

1. Open the relevant Matter.
   
2. Navigate to the Disbursements tab.
   
3. Select the disbursement entry or entries you wish to transfer.
   
4. Click Transfer.
   
   
   
   
5. Select the Matter you want to transfer the disbursement(s) to.
   
6. Click Submit to complete the transfer.
   
   
   

Note: Only disbursements in a WIP / unbilled state can be transferred. Disbursements linked to a draft invoice cannot be transferred unless they are first excluded from the draft invoice.