This article explains how to reverse a Disbursement in Insight™ Legal.
If an Office or Client Disbursement has been raised on Insight™ Legal and, for some reason, it needs to be reversed, either because incorrect details have been entered or the Disbursement is not now due, it can be reversed as follows:
Original Disbursement
If this is the original, incorrect posting of an Office Disbursement, then the reversal should be a replica, except the Disbursement will be credited, as shown below:
Disbursement Reversal
The transactions on the office ledger, showing the Original Disbursement being raised and the correction being posted, reversing the original posting. These can then both be billed to remove them from your Unbilled Disbursements report, and they will cancel off on the bill. |
The same process would apply to a Client Disbursement.
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How to Post an Office Disbursement