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Disbursement transfers from one matter to another

Can I do a disbursement transfer on the system?

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Written by Valeriu Holtea
Updated over 6 months ago

There is an option in the Journals to do a Disbursement to Disbursement transfer:

  1. From the LAD desktop select the Journals tab.

  2. Select Disbursement To Disbursement.

  3. the Debit matter will be the matter you want the disbursement to be moved to the Credit matter is the matter the disbursement is coming off.

  4. Put in all the details and the amount you want to transfer.

  5. Select OK/Next.

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