Creating Single Disbursement Checks

When viewing case fee balances or transactions for a case party, a single disbursement check can be submitted to the check queue, where it is exported to your office's check printing software. The same option can be used to enter information about a check that was written previously by hand.

To create a disbursement check for case fees:

Find a case, and access the case fee Balances or Transactions view of the Financial tab.

Click

Complete the disbursement fields displayed.

After you have selected the total amount that should be disbursed to the selected recipient, click Continue (ALT+C).

Complete the check information fields displayed.

Select one of the following options:

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If you are entering a hand check, click Save (ALT+S). Since you are entering a check that was written previously, the check does not need to be submitted to the check queue.

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Click Save/Submit (ALT+S) to submit a check to the queue for disbursement. The check transaction is saved and the check is submitted to the Check Processing Queue to be exported.

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If you have the right to both submit and export a check, click Save/Export (ALT+E) to save the check and immediately export it to Financial Manager, skipping the Check Processing Queue.

Note: When manually entering the amount to be disbursed, the amount must be greater than zero and less than or equal to the amount currently in escrow. The check box beside the fee must be selected before a manual amount can be entered.