How to reverse a disbursement


  • Click on Clients and Matters.
  • Select the client for which disbursement needs to be reversed.
  • Click on disbursement tab.
  • Select a disbursement you want to reverse.
  • Right click < click on reverse < Yes
  • Enter the date of reversal.
  • Enter the reason of reversal in the memo field.
  • Click on Reverse.


  • 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.