You can edit a disbursement if:
the transactions are unbilled
the time processing period has not closed
the disbursement date is later than the timesheet lock date (if set).
Any items in red cannot be changed as they are either partially or fully billed.
- Select Open > Practice Disbursement from the menu. The Disbursements Entry page opens.
- If you need to edit a disbursement for a different day, adjust the date in the Time Period. Click to move forward and back a day at a time, or click to select a date from a pop up calendar.
- Edit the Date, Ref, Quantity, Cost, Charge and Comment columns, as required.
- Click Save in the Tasks bar to save the disbursement.