How to transfer disbursements from client to client

Steps :

  • Click on Clients and Matters.
  • Search for a client where disbursement is posted.
  • Click on disbursement tab.
  • Make sure disbursement is unbilled.
  • Right click on disbursement and click on transfer.
  • Enter a client number to whom this disbursement is to be transferred.
  • Click on transfer.