This article explains how to add and edit the Disbursement Type in Unity® Practice Management.

How to Access this Option

1. Open the Accounts program
2. Click the Maintenance icon
3. Double-click the Disbursement Type option

How to Add Disbursement Type

1. Click Insert
2. Enter a Code and Description
3. Select a VAT rate
4. Enter a Sort order to dictate how items appear on the Disbursement Type list.
5. Untick the Active checkbox to mark the Disbursement Type as inactive. The Disbursement Type will no longer be available for selection within the Accounts and Coredata programs
6. Click Save

How to Edit a Disbursement Type

1. Click on a Disbursement Type from the list
2. The information for the selected Disbursement Type will be displayed in the Details section, and any field can be edited
3. Once you have edited the Disbursement Type Details, click Save

How to Delete a Disbursement Type

You cannot delete an item; instead, you can make it inactive. Follow the steps below to make a Disbursement Type inactive.

1. Click on the Disbursement Type from the list
2. Untick the Active checkbox
3. Click Save

** By default, inactive items are not displayed within the Accounts and Coredata program or on the reports unless you specifically request to view them via the options. **