How to edit a disbursement


  • 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


  • 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.