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Posted disbursement not showing on WIP reports or when billing a client

This support note applies to:

  • AE Practice Manager (NZ)
  • AE Practice Manager (AU)
Article ID: 34953

You may find that after a disbursement has been posted, it does not appear on the Pre-Billing report, WIP Enquiry or in Stage Two of the Billing Wizard.

This is generally because the amount that is to be on-charged to the client has been entered into the Cost column instead of the Charge column where it should be entered.


To fix this issue
  1. In AE PM, open the employee and go to the Timesheets tab.
  2. Select Disbursements from the drop-down list. A list of disbursement sheets for the selected date range appears.

    You may need to edit the From date for the disbursement sheet to appear.
  3. Highlight the relevant disbursement sheet and double-click. The Disbursement page opens.
  4. Click the Correction (C) button. The sheet is now available for editing and adding new entries.

    If the details of the disbursement appear in red, the entry has been billed and cannot be edited.
  5. Make the changes as required and click OK, for example, enter an amount into the Charge column. The edit is saved and the client WIP updated.

    You can only edit the Date, Ref, Quantity, Cost, Charge and Comment fields.


SR 12344862264 

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