Disbursements and Expenses
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      1. Dye & Durham Knowledge Base
      2. Unity® Accounting
      3. Disbursements and Expenses

      How to Edit a Disbursement

      Steps:

      • Click on Clients and Matters.
      • Select the client for which disbursement needs to be edited.
      • Click on disbursement tab.
      • Select a disbursement you want to edit.
      • Right click < click on edit.
      • Make appropriate changes.
      • Click on Post and Close

      Tips:

      • Make sure that the status of disbursement is unbilled.
      • Also make sure that the type of unbilled disbursement should only be disbursement and not General cheque or refund.