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Writing Off Unbilled Disbursements

  • If the Matter has posted disbursements that are not going to be billed, the user must write these disbursements off through the Disbursements Write Down program
  • Follow the menu path Primary Operations --> Posting --> Work In Progress --> Disbursements --> Disbursement Write Down
  • The Disbursement Write Down screen will be launched, as seen in Figure 1

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Figure 1 – Disbursement Write Down Program

  • Press [F7] to switch to enter query mode
  • In the Client and Matter fields, enter the numbers for the Client Matter associated with the Disbursement records being written off
  • Press [F8] to execute the query and return all outstanding disbursements for this Matter
  • For each record, check the Del (Delete) field with a mouse click OR by pressing the space bar
  • The Sel (Select) field will be checked automatically (by the system) after the Del field is selected by the user
  • Press [F10] or the Save button on the menu bar to post the changes
  • The unbilled posted disbursements have now been removed from the file