- Navigate to the Clients tab.
- Use the filters to locate the client account, highlight and double-click to open.
- Select the Credit Control tab.
- Click Change Status in the left action bar.

- Select a Dispute Credit Control Type from the Credit Control Status dropdown.
- Enter a Department, Review Date and a Narrative.
- Contact Support to configure the Departments available in the dropdown.
- Enter the Amount the client is disputing.
- Click OK.
- The Status on the client account will change to Dispute.
- A new Dispute will be visible on the Credit Control Information grid.

Global Disputes
Disputes can also be applied globally, to an apportionment, block or entire development.
Creating a Global Dispute for a specific charge
To raise a Global Dispute linked to a specific charge:
Follow the same steps as for an individual dispute but tick Global Dispute on the Credit Control Details window.

When you click
Save and Close, the status will change to Global Dispute for all clients linked to that charge.
Creating a Global Dispute for an amount
To raise a Global Dispute for an amount:
Follow the same steps as for an individual dispute but select a Global Dispute Credit Control Type.
You will then have the option to select a Batch Filter Level to apply the dispute against the development, block or apportionment. Further options will become available for you to select the specifics, depending on which option you choose.
If you select Apportionment, you can set a fixed amount against each client or set a global amount and split it against the apportionment shares.