Client Expense Recovery & Disbursement Billing
Billable-expense capture with per-client markup, caps, approval routing and cost-recovery reporting
Client Expense Recovery & Disbursement Billing For firms that rebill costs to clients (law firms, consultancies, agencies):
Key Features
Billable Expense / Disbursement
Billable Expense / Disbursement. Tracks Reference, Matter, Client, Rebill Policy, Category. One-click submit, approve, refuse, reset to reset to draft, write off.
Client Matter (billable engagement)
Client Matter (billable engagement). Tracks Matter, Matter Code, Client, Rebill Policy, Responsible. One-click open, close, view expenses, generate invoice.
Disbursement Invoice
Disbursement Invoice. Tracks Reference, Matter, Client, Currency, Invoice Date. One-click confirm, mark paid, cancel.
Expense Rebill Category
Expense Rebill Category. Tracks Category, Code, Sequence, Active, Default Markup %.
Client Expense Rebill Policy
Client Expense Rebill Policy. Tracks Policy Name, Client, Active, Currency, Default Markup %. One-click view matters, view expenses.
Client Expense Recovery & Disbursement
Client Expense Recovery & Disbursement Billing For firms that rebill costs to clients (law firms, consultancies, agencies):
Per-client rebill policies: default markup
Per-client rebill policies: default markup, per-category markup overrides, recovery caps.
Billable expense capture linked to
Billable expense capture linked to a client matter/project, with pass-through vs absorbed tracking.
Use Cases
Screenshots
Billable Expenses
Client Matters
Disbursement Invoices
Expense Categories
Client Rebill Policies
Costrecovery Report
Why Choose This Module
Per-client rebill policies: default markup, per-category markup overrides, recovery caps. Billable expense capture linked to a client matter/project, with pass-through vs absorbed tracking. Approval routing (submit / approve / refuse) before an expense can be invoiced. Non-billable write-off with mandatory reason. Mark-to-invoice: generate a disbursement invoice for all approved billable expenses of a matter. Cost-recovery rate reporting per matter, client or period.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-24