Recording Disbursements

Last modified 08:04, 24 Apr 2017

Overview

Disbursements are incurred as part of work carried out on behalf of the practice for a client. They are charged back to the client's WIP by use of a Disbursement Sheet.

Record Disbursements

  1. Create or open a Disbursement Sheet.

    If your practice uses the Disbursement Employee, click here.

  2. Complete the fields as follows:​​​​​​​​​

    Date

    Click the field and select the date incurred from the drop down calendar.

    Ref

    Enter the reference number.

    Client/Assignment

    Click and select from the drop down list

    A/Code

    This is automatically created when you select the Client/Assignment.

    Task

    Click and select from the drop down list.

    Quantity

    Enter the quantity.

    Cost

    Enter the cost.

    Charge

    This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it.

    Comments

    Click the ellipse button and enter as needed. Click OK.

  1. Press  [Enter] to create a new row to enter additional disbursements for this assignment or other assignments.
  2. To submit the Disbursement Sheet for posting, click the Submit Submit button button.

The Entry Status field changes to Submitted and the Authorisation Status changes to show Unseen.

  1. Click OK.

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