In Cosmolex, you can allocate vendor cost to multiple matters. For example, A single vendor bill from FedEx can be split to multiple matters and paid as a single disbursement from your operating account.
To do this:
- Once you have all your matter cost bills entered, all you would need to do is check off the bills you want to write a single disbursement payment for and click Pay.
In the pay bills window, fill out the information such as:
Date: Date of payment of the bill
Amount: This will automatically populate the total bill amount
Payment Type: Check or wire/ach-out
Pay To: The payee
Bank: Choose a bank. This where you would be paying the disbursement from either operating, business, or credit card account.
Memo: put in memo
Account: This is a chart of account split among the matter costs selected.
The remaining section shows the selected matter cost bills where the disbursement will be applied to.
- When ready, click pay. The bills will now be moved to the paid section.
- To view the paid bills, change where it says show "unpaid" to "paid"