Disbursement Sheets

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    Overview

    Disbursements are recorded on a Disbursement Sheet by employees while carrying out work for clients. Some examples of disbursements are:

    • Photocopying

    • Court filing costs

    • Couriers

    • Taxi fares

    Before disbursement can be charged to clients, the practice needs to set up a disbursement employee to charge the amounts to clients. Employees either record disbursement against the disbursement employee or their own disbursement sheet.

    After the amounts are recorded, the Disbursement Sheet is submitted for approval and the client charged for the disbursements.

    Generally the same person in the practice who belongs to a security group with the appropriate task permission to authorise and post a Timesheet and Expense Sheet will also authorise and post a Disbursement Sheet.