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.
