Disbursements Tab

On the Disbursements tab, there are two sub-tabs Actual and Anticipated, on either tab select the disbursements that are to be included in the claim.

If all disbursements are to be included in the claim, click on Select All.

Click on the Claim menu and select Submit Claim.

If there are disbursements posted and not selected as part of the claim you will get a warning advising you with the option to continue or not. Select NO to go back and select the disbursements or select YES to continue and submit the claim without including the disbursements.

If the claim is exceptional then you will get a warning to that effect and after you have saved the claim you will get an EC1 report that can be printed off to be sent to the Legal Services and can then save to Document History. To calculate whether a Public Law matter is exceptional or not the system will recalculate all of Level 1 work at Level 2 rates.

The claim screen displays:

Field Description
Description Enter a description for the claim.  These are not accounts postings.
Reference Enter reference as appropriate.

Profit Cost Details
Profit Costs These are calculated from the time recording value.
VAT Rate This will default to the standard default VAT rate.
VAT on Profit Costs This is the system calculated VAT on the Profit Costs.

Disbursement Details
Total Disbursements (excluding Counsel) This total will come from the disbursements selected when submitting the claim and is the net amount.
Disbursements VAT Amount (excluding Counsel) This is the VAT due on any VATable disbursements selected.
Total Counsel Disbursement This total will be the sum of any Counsel Type disbursement set in System Parameters and is the net amount.
Counsel Disbursement VAT Amount This is the VAT due on any VATable Counsel Disbursements selected.

Payment Fixed Fee Details
Maximum Payment This is the maximum payment allowed on the matter including VAT and disbursements.

Click OK to submit the claim and disallow any further time recording.

In Accounts Enquiry the claim can be seen under PF Claim tab and the time will show in Purple as claimed. Any disbursements included on the claim will show as claimed.