Accountants Enterprise with Practice Manager only A disbursement for an employee is available for the current day/week or for a selected day/week. There are a number of ways to open a disbursement. You can open a disbursement sheet from your Homepage if it is customised to show the Toolbox Approve option. UI Expand |
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title | To open an existing Disbursement Sheet |
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| An existing disbursement sheet can be opened in the following ways: Select Timesheet > Open > Disbursement Sheet from the toolbar. Select the time period using the From and To calendar drop-downs. A list of disbursement sheets is displayed. Double-click the disbursement you want to open.
OR Select Employee page > Timesheet tab. Select Disbursement from the drop-down menu at the top of the page. Select the time period using the From and To calendar drop-downs. A list of disbursement sheets is displayed. Double-click the disbursement you want to open. The Disbursement Entry page opens.
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title | To open a new Disbursement Sheet |
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| A new disbursement sheet can be opened in the following ways: Select Timesheet > Create New > Disbursement Sheet from the toolbar. From an Employee page, click Create disbursement sheet on the TASKS bar. The Create New Sheet window opens. Select a time period and then click OK. From the Employee page > Timesheets tab, select Disbursement from the drop-down menu at the top of the page. Click Create disbursement sheet on the TASKS bar. The Create New Sheet window opens. Select a time period then click OK. UI Text Box |
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| You can create the next disbursement sheet by clicking Create next disbursement sheet on the TASKS bar. |
The Disbursement Entry page opens for the current or selected day. |
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title | To open a Disbursement Sheet from your Homepage |
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| Open your Homepage. In the Approve option window, locate the Disbursement Sheet you want to open. Double-click the link in the Employee name. The Disbursement Sheet opens.
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