How to Write Off a Disbursement

Steps:

  • Click on Clients and Matters
  • Select a client where a disbursement needs to be written off
  • Click on Disbursements tab
  • Select a disbursement to be written off
  • Right click on disbursement > Write off
  • Select the date of write off
  • Enter the reason of disbursement in the Memo field.
  • Click on Write off.

Tips:

  • Only unbilled disbursements can be written off.