This article explains how to post a Purchase Ledger disbursement invoice within Unity® Practice Management. 

Follow along with the video training here:

To Post a Disbursement Invoice:

1. Go to Postings, then select Purchase Ledger, and click Disbursement Invoice

2, Choose the Supplier, then enter the Invoice number, Invoice date, and Due date

3. Click into the Net field and enter the matter number the disbursement relates to

4. Add a Reference

5. The Narrative field will be pre-populated, but you can amend it if needed

6. Choose the applicable disbursement type from the dropdown list, along with the Vat Code

7. Enter the amount

• The VAT will calculate automatically

8. If the disbursement has already been billed, tick the relevant box. Otherwise, leave it unticked

9. Once everything is complete, click OK

10. Select the appropriate date

11. Review the details to ensure they are correct, then click Post to finalize the transaction

Once confirmed, the disbursement invoice will be successfully posted in the Purchase Ledger.