This support note applies to:
- AE Practice Manager (NZ)
- AE Practice Manager (AU)
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.
- 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.