Adjusting a Disbursement Sheet

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    Overview

    You can only adjust a Disbursement Sheet if:

    • it has not been posted,

    • the time processing period has not closed (or expired), and

    • you have the access permission to do so.

    Adjust a Disbursement Sheet

    If it has been posted, click here.

    1. Open the Disbursement Sheet that you want to edit.

    2. If it is Submitted, change it back to Draft by clicking the Draft Entry Status button..

    3. Edit any field by changing the information shown:

      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. To submit the Disbursement Sheet for authorisation, click the Submit Submit button button.
      The Entry Status field changes to Submitted.
    2. Click OK to save and close the Disbursement Sheet.

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