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CCH Software User Documentation

Authorising and posting a Disbursement Sheet

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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

  1. Open the Disbursement Sheet.

  2. Click the Approve Authorise button button .
    The Authorisation Status changes to Authorised.

  3. Click the Post Post button button.
    The Authorisation Status changes to Posted.