CIC Solutions Forums
Certified Independent Consultant Solutions Forums for
LexisNexis® Practice Management Products
Time Matters - PCLaw - Billing Matters - Browser Edition - HotDocs

Write off a Disbursement

rated by 0 users
This post has 1 Reply | 2 Followers

Top 500 Contributor
Posts 1
Karen Posted: Thu, Oct 28 2010 2:33 PM

I need to write off a few accounts that have disbursements in them.  I'm a little confused as to which GL account I will need to use to write the disbursement off.  I know our client disbursement clearing account is 5210 - but I don't think that is the account I should use to write off the disbursement. 

We use PCLaw Pro v.10.03a.

Please help!

Thank you!

Karen Ward


Karen Ward Hall, Friedly & Ward Mountain Home, IDAHO TM7 BM+
Top 50 Contributor
Posts 128


I'm not sure if your question was answered.  There are two GL accounts installed by Default.  You can sort your list alphabetically and search for Bad Dept Expense or Client Disb W/O Cash.  The second account name isn't as intuitive.  The important thing is to use the same account unless you need to categorize different types of write-offs (which is usually not necessary).  If you do not have those accounts in your list, you can create a new one (Options > Lists > GL Accounts), name iit Client Costs Write Off, and make it an Expense account.

Hope this helps.


Cindy Emmerson, Premier CIC/Moderator Affinity Consulting Group

Ph: 727-544-5400



Page 1 of 1 (2 items) | RSS