Add a manual disbursement

Security role required:  

• Disbursements - Delete;

• Disbursements - View, Add and Edit

Before you begin adding disbursements, we recommend that you read about disbursements and the options available.

Add or delete a disbursement in Jobs

You can add disbursements to individual jobs, as and when they occur, in the Job Details area. If you have the correct security role, you can also delete disbursements for a job.

Add a disbursement in Jobs

1. Click Jobs & Billing > Jobs.
2. Click a row to open the required job.
3. Click Add Disbursement.
4. Change the disbursement date, if required (it defaults to today).
5. Select the required disbursement code - the preset Description and Charged amount fields are automatically populated..
6. Edit the description, charged amount and disbursement cost, if required.
   Note that if you change the charged amount, the disbursement cost will be automatically adjusted.
7. Click Save and exit.
    

Delete a disbursement for a job

Note: If a disbursement is allocated to a WIP credit on the job (fully or partially), you are not able to edit or delete the disbursement. The allocation would need to be removed via the View WIP screen before you can edit/delete the disbursement.

1. Click Jobs & Billing > Jobs.
2. Click a row to open the required job.
3. Click the Disbursements tab.
4. Click the delete icon on the row of the disbursement you want to delete in the Allocated Disbursements panel.
5. Click Yes to confirm.
    

Add or delete a disbursement in Disbursements

You can add disbursements to individual jobs, as and when they occur, in the Disbursements page. If you have the correct security role, you can delete allocated disbursements.

Add a disbursement in the Disbursements page

1. Click Jobs & Billing > Disbursements.
2. Click Add Disbursement.
3. Select the required job - the contact details are automatically loaded.
4. Change the disbursement date, if required (it defaults to today).
5. Select the required disbursement code - the preset Description and Charged Amount fields are automatically populated.
6. Edit the description, charged amount and automatically calculated disbursement cost, if required.
   Please note that the disbursement cost is only displayed in the Add Disbursement page.
7. Click Save.

Tip: If you click Save and add another, you can enter disbursements for more than one job easily and in one place, without having to search for each individual job.

Delete allocated disbursements

1. Click Jobs & Billing > Disbursements.
2. Click the Allocated tab.
3. Click the delete icon on the row of the disbursement you want to delete.
4. Click Yes to confirm.