When you do a search is done 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 action to prepare them for billing and remove them from Draft status.
Before preparing them the records 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 the records 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.
...
To Bulk confirm your disbursements, use the selection boxes on the left hand side of the Disbursement Register search to select the records you wish to confirm. You can also scroll down to the very bottom to use the checkbox select all
Then scroll down to the bottom of the page and choose 'Confirm Disbursements'
from the Bulk Actions drop down.
This will give you a pop up in which you are asked to check the disbursements that you are confirming. Once you have checked these details, you can select the blue confirm button to finalise the confirmation.
Your disbursements will then be confirmed. Update your search on the disbursement register to see their new status and these records are now ready to be billed.
Individual Confirm
To go in and individually confirm the disbursement, click on the reference number and then select confirm.
Recoveries Register
There are two options for SAI Global searches that come to Wise Owl as draft. You an either bill them as draft or you can bulk submit them to change their status to 'unbilled' and have them come up for billing automatically.
Bulk Submit to Unbilled
Invoicing as draft
Draft Recovery Records can be billed without submitting them but are not available by default.
To bill draft recovery records, open up the New Invoice page as you would for a normal invoice.
Tick the status of draft and then select search.
Your draft recovery records will appear ready to be billed as you would normally bill. Select the records you would like on your invoice and then select Bill Records and Show Invoice.
IMPORTANT If disbursement records show as draft, they must be confirmed prior to billing.