Edit a Disbursement

Please note that only disbursements from open months can be edited. If you need to edit a disbursement in a month that has been closed, you must reopen the month. Disbursements associated to archived transactions also cannot be edited.

Access the Disbursements area.
1. To access the General Ledger area from the Home screen, do one of the following:
1. - Click General Ledger on the navigation panel.
  - Click Areas > General Ledger on the menubar.
  - Click the down arrow next to Home on the options bar and select General Ledger.
To access the General Ledger from another area of the program, do one of the following:
- Click Home > General Ledger on the menubar.
- Click the down arrow next to Home on the options bar and select General Ledger.
1. Click Disbursements on the navigation panel or Areas > Disbursements on the menubar.
The Disbursements screen displays. Enter your desired search criteria to populate the list.
To locate disbursements that match specific criteria, use the search bar. Make a selection in each dropdown menu to locate the desired disbursement. The fields vary, depending on the menu options you choose.

To sort by a different column, click the column heading by which you want to sort. Click one more time to change the sort order (from ascending to descending, or vice versa).
1. The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.
2. - Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
  - Contains: Enter at least one letter of the payee name.
  - Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.
  To see the filter that is currently applied to the list, hover over the Search where text.
You can change the columns that display in the list if you wish.
1. Click the Select Columns link label on the right side of the header bar.
The Select Columns window displays.
1. Select the checkbox next to each column that should be included in the list.
Deselect the checkbox next to each column that should be removed from the list.
1. Columns will display in the order in which they are listed. In the example above, Refer # would be the first column, and Amount would be the last. To move a column up or down in the list, click the column and then click the up arrow or down arrow to change its position.
2. Click OK or press [Enter] to save your changes.
Click Cancel to close the window without saving your changes.