Setting up an employee for recording disbursements only

This support note applies to:

AE Practice Manager (NZ)
AE Practice Manager (AU)

Article ID: 33176

The following article details the process for setting up a Disbursement Employee.

This employee is set up specifically for entering disbursements and no timesheets are recorded for it.

You will need to create an employee called Disbursement Employee without any timetable or charge rates, in order to just record disbursements against them.

You will need to set the appropriate Timesheet Processing Category from the employee's Timesheet tab so that you can post daily disbursements. You will also need to update Timesheet Authorisations for the staff members that would normally post the disbursements and include the Disbursement Employee. Refer to KB 28690: Setting an employee to authorise their own or other employee's timesheets

To set up an employee for recording disbursements only

Update Maintenance > Miscellaneous > Miscellaneous > Disbursement Employee with the name of this employee.
Disbursements are then entered to this disbursement employee via Practice Disbursement Sheet in the Timesheet icon drop-down. The up and down arrows next to the date field are used to move to the specific day.