1. The states of a Transfer Disbursement 2. Parent Matter to Sub-Matter (must be same parent-sub matter pair)  3. Sub-Matter to Parent Matter (must be same parent-sub matter pair)

1. Lgal.One
Legal Practice solution for Law Firm
Change Request 18
Allow invoicing at parent matter
using the cost items from the sub-
matter

2. Allow invoicing at parent matter using
the cost items from the sub-matter
1. The states of a Transfer Disbursement
2. Parent Matter to Sub-Matter (must be same parent-sub matter
pair)
3. Sub-Matter to Parent Matter (must be same parent-sub matter
pair)

3. 1. THE STATE OF A TRANSFER DISBURSEMENT
- Draft: Only secretary & accountant can
create the Transfer Disbursement and the
item must be ‘unbilled’.
- Submitted: Only secretary & accountant can
create the Transfer Disbursement and the
item must be ‘hold’.
- Approved: Only lawyer can approve the
Transfer Disbursement and the item must be
‘unbilled’.
Note:
1. The ‘transfer’ will not affect the
Timesheet record
2. In Draft: we can delete the Transfer
Disbursement.

4. 2. PARENT MATTER TO SUB-MATTER
2.1. Before Changing

5. 2. PARENT MATTER TO SUB-MATTER
1
2
2.1. Before Changing

6. 3
2. PARENT MATTER TO SUB-MATTER
2.1. Before Changing

7. 2. PARENT MATTER TO SUB-MATTER
2.2. After changing from Parent matter to Sub-matter

8. 2. PARENT MATTER TO SUB-MATTER
2.3. Generate Client Invoice for Parent Matter

9. 2. PARENT MATTER TO SUB-MATTER
2.4. Generate Client Invoice for Sub-matter

10. 3. SUB-MATTER TO PARENT MATTER
3.1. Before Changing

11. 3. SUB-MATTER TO PARENT MATTER
1
2
3.1. Before Changing

12. 3
3. SUB-MATTER TO PARENT MATTER
3.1. Before Changing

13. 3.2. After changing from Sub-matter to Parent matter
3. SUB-MATTER TO PARENT MATTER

14. 3. SUB-MATTER TO PARENT MATTER
3.3. Generate Client Invoice for Sub-matter

15. 3. SUB-MATTER TO PARENT MATTER
3.4. Generate Client Invoice for Parent Matter

16. Lgal.One
Legal Practice solution for Law Firm