Retainer Disbursements

Updated April 14, 2025 17:52

Orion will not allow you to disburse more funds than are available on the Client-Matter Retainer Ledger Balance report when entering a RDS (Retainer Disbursement) against a Client-Matter. The system stores the retainer balance at the Client-Matter level and will prevent overdraft of retainer funds at the Client-Matter level.

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Retainer Disbursements

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