Once a Disbursement Sheet is submitted, the next step it to authorise and post it. This process moves the client WIP into debtors, allowing the practice to then keep track of its financial exposure. You can only approve and post a Disbursement Sheet if you your security group has the access permission to do so.
Authorise and post a Disbursement Sheet
Open the Disbursement Sheet.
Click the Approve button .
The Authorisation Status changes to Authorised.
Click the Post button.
The Authorisation Status changes to Posted.