Adjusting a Disbursement Sheet
Adjust a Disbursement Sheet
If it has been posted, click here.
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Open the Disbursement Sheet that you want to edit.
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If it is Submitted, change it back to Draft by clicking the Draft Entry Status button..
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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.
- To submit the Disbursement Sheet for authorisation, click the Submit
button.
The Entry Status field changes to Submitted. -
Click OK to save and close the Disbursement Sheet.