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Accountants Enterprise with Practice Manager only

You are able to input disbursements to a practice disbursement employee for the current week or a selected week.

UI Expand
titleTo open a practice disbursement for the current week
  1. Select TimesheetOpen > Practice Disbursement Sheet from the toolbar. The Disbursement Entry — Firm Disbursements page opens for the current week.

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titleTo open a practice disbursement for a selected period
  1. Select TimesheetCreate New > Practice Disbursement Sheet from the toolbar. The Create New Sheet window opens.

  2. Select a time period.

  3. Click OK. The Disbursement Entry — Firm Disbursements page opens for the selected week.

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titleRelated topics
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Opening disbursements for an employee

Recording disbursements or practice disbursements

Adjusting disbursements or practice disbursements

Correcting posted disbursement sheets

Copying sheetsTimesheets

Authorising and posting sheets from your homepage or Practice KPI

Authorising and posting sheets