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When you do a search in SAI Global, the search costs will come back into the OWL into either the Disbursements or Recoveries Register (Depending on your settings).

When the records are in either of these registers, you will need to take actions to prepare them for billing and remove them from Draft status.

Before preparing them for billing, always check your searches to ensure that they are as you expected and have come across to the correct matter. This is difficult to fix after preparing them for billing.

 

Disbursements Register

If your records come into the Disbursement register, you will need to confirm them before they will be available to bill.

You can do this individually or as a Bulk Action.

Use the search on the Disbursement Register to find the relevant records by expanding your date range and searching only for draft records.

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Bulk Confirm

To Bulk confirm your disbursements, use the selection boxes on the left hand side to select the records you wish to confirm.

Then scroll down to the bottom of the page and choose 'Confirm Disbursements'

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Individual Confirm

To go in and individually confirm the disbursement, click on the reference number and then select confirm.

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Recoveries Register

 

Bulk Submit to Unbilled

 

Invoicing as draft