When a search is done in Dye & Durham, the search costs will come back into the OWL into either the Disbursements or Recoveries Register (Depending on your settings). Click one of the aforementioned sections to link to how to prepare those records for billing.
When the records are in either of these registers, you will need to take action to prepare them for billing and remove them from Draft status.
Before preparing 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 the records for billing.
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If your records come into the Disbursement register, you will need to confirmthem 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.
Bulk Confirm
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.
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There are two options for Dye & Durham 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
To bulk change the status of Recovery records from draft to unbilled, go into the Expense Recovery Register.
From the register, select the drop down on enter recovery records and choose 'review unbilled'.
Once your records have loaded, click on the Gold bar to open the search parameters and then ensure that only the draft status is selected before searching.
This will show up all unsubmitted (draft) recovery records. After checking the records for accuracy, select the blue submit button on the bottom left of the screen.
After submitting, you recovery records will be available to bill on a normal invoice.
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.