This article describes how to use the Unbilled Disbursement Corrector utility in Unity Practice Management

General Information

This utility allows you to mark any disbursement as billed or unbilled. A clean up option is available to clear all unbilled disbursements from matters with zero balances.

How To Access This Utility

1. Open the Accounts program
2. Click the utilities icon:
3. Double click the Unbilled Disbs Corrector option

How To Bill/Unbill A Disbursement

1. Enter a matter code or a partial matter code then click Find.
2. Any disbursements for the selected matter will be displayed in the window below. To alter the billed status of a disbursement simply type in a new amount into the billed column then click Save .
3. The total field in the bottom right hand column of the utility should equal the total amount of unbilled disbursements for that matter. This total is displayed on the ledger card. It is not automatically recalculated so if you have changed the billed status of any disbursements then you will need to re-enter the new unbilled disbursements total amount into this field then click Save.

How To Perform A Clean Up

A clean up option is available to clear all unbilled disbursements from matters with zero balances.

1. To perform a clean up click Options on the upper toolbar to enable a dropdown menu.
2. Then click Clean Up.