Reverse Bills from the Matter Ledger Card
Open the relevant matter.
Go to the matter ledger card.
Locate the bill posting you need to reverse and double-click it.
In the bill posting window, click Edit Transaction.
Select the date to Reverse (the reversal date).
Click Reverse.
Repeat these steps for both bills involved in the imbalance.
Check the Office Ledger Balance
After reversing both bills, review the:
Office ledger, and
Office balance summary
If the imbalance has been resolved, re-raise the bill(s) as required using your normal billing process.
If the Imbalance Remains
If you still see a mismatch between the office ledger and office balance summary after reversing both bills and re-raising them:
Raise a support ticket and reference the title of this article.
Include as much detail as possible, such as:
Matter reference
Bill numbers and dates
Screenshots of the matter ledger card and office balance summary
A short description of what you expected to see vs what you are seeing
This information will help the Support Team investigate and correct the imbalance.