Create or open a Disbursement Sheet.
If your practice uses the Disbursement Employee, click here.
Complete the fields as follows:
Click the field and select the date incurred from the drop down calendar.
Enter the reference number.
Click and select from the drop down list
This is automatically created when you select the Client/Assignment.
Click and select from the drop down list.
Enter the quantity.
Enter the cost.
This automatically fills if you have a charge rate set up for the Code Type. Otherwise, you will need to enter it.
Click the ellipse button and enter as needed. Click OK.
- Press [Enter] to create a new row to enter additional disbursements for this assignment or other assignments.
- To submit the Disbursement Sheet for posting, click the Submit button.
The Entry Status field changes to Submitted and the Authorisation Status changes to show Unseen.
- Click OK.