Creating a Disbursement Sheet for an Employee
If the practice does not use the default, Disbursement Employee, you create a Disbursement Sheet for yourself to apply the disbursement to the client's WIP. If you have the authority, you can also create a Disbursement Sheet on behalf of another employee.
Create a Disbursement Sheet for an Employee
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Find the Employee Details (your page or another employee's page).
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Select the Timesheet tab.
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Select Disbursements from the drop down list (located under the Timesheet tab).
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Click Create disbursement sheet in Timesheets on the Task Bar.
The Create New Sheet window appears. -
Select the Time Period required.
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Click OK.
The Disbursements sheet appears. -
Go to Recording disbursements.