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
   

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