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How to Find a Client's Disbursements

A list of disbursements is generated on each client's profile. To access a client's disbursements, please follow these steps: 


1. Go to your client's profile.


2. Click Options and then click Disbursements


3. Set your filter and click Print.



4. From there, you can save the document by clicking CTRL + P and selecting the destination as "to PDF", then click "Print" to save the PDF. Alternatively, you can set the destination as your printer and print the document. 






Congratulations! You have just finished finding your client's disbursements. 


If you have questions or feedback, please feel free to reach out to us at [email protected]

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