How to process Disbursements and General Payments in Law App

This helpsheet guides users through entering a general payment in Law Support, including how to correctly process a disbursement payment, supplier invoice, or general ledger expense. It explains how to select the appropriate payment type, link the correct file or supplier, allocate GL account codes, and apply the correct tax category. This ensures all payments are accurately recorded and properly coded within the system.

1. Navigate to General, payments
2. Click “Add”

1. Entering Payee Details

   • Type in the “Payable to” field
     Enter the name of the person or organisation you wish to pay.
   • Select a contact (if available)
     If a matching contact exists in your system, it will appear as a selectable option. Choose the appropriate contact to link them.
   • Auto-fill of bank details
     If the selected contact has bank details saved in their contact card, the BSB and account number will automatically populate for EFT.
   • Enter a description
     Fill in the Description field with the reason for the transaction. This field is mandatory.
     If you’re processing a multi-line transaction, you can enter a different description for each line if needed.
   • Save the payment
     Click the red Save button to save the header section of the payment.
     (See highlighted example below for reference.)

1. Click Add button to add lines to this transaction

1. Select the Line Type
   Use the Type drop-down to classify each line of the payment:

   • Disbursement – for expenses that will be allocated to a client file.
   • General – for general ledger expenses such as office or admin costs (e.g. telephone accounts).
   • Supplier – for supplier payments (e.g. InfoTrack or other supplier invoices).

   Each line can have a different type selected depending on what’s being paid.

2. For Disbursement Type
   Under the Item column, type the file name or number to search.
   Once matching results appear, select the correct file from the drop-down list.

Item and GL Account Field Behaviour

The behaviour of the Item and GL Account fields depends on the selected Type:

1. Tax and Gross Amount
   Check the Tax Category
   Ensure the correct Tax Category is selected for this line (e.g. Standard rate – GST, GST free, etc.).

   Enter the Gross Amount
   In the Gross column, enter the total amount (inclusive of any GST, if applicable) for this disbursement or expense.
   The system will automatically calculate and split the Net and Tax amounts based on the selected Tax Category.

2. Add Additional Lines
   To enter more payment lines:
   Click the blue Add button on the right side of the Lines section.
   You can repeat this step to add as many lines as needed.
3. Save the Transaction
   To finalise and save the transaction, press the red Save button.

1. Click “Authorise”

Contact support@lawsupport.com.au or call 07 3040 3036 if you have any questions.