Monthly charges can be managed by importing charges as disbursements.
There are a number of methods that you can use to allocate disbursements to a job, manually, automatically or via an import.
You have to create the disbursement codes you require for your firm, either with or without a set amount. The amount can be overridden when adding manual disbursements. You can also import charges, photocopier costs and any other disbursement costs using a .csv file, thereby eliminating the need for manual disbursements or estimating charges.
To manage and monitor the disbursements allocated, go to Disbursements, where you can see:
- All disbursements
- Disbursements currently NOT allocated to jobs
- Disbursements currently allocated to jobs (manual, automatic or monthly)
You can also view the allocated and unallocated disbursements for an individual job by clicking on the Disbursements tab on the Job Details page. To view all disbursements logged during a selected period, use the Disbursement Analysis report.
