Disbursement Codes

Disbursement Codes are abbreviations assigned to a Disbursement Activity to automate data entry. The Description, Quantity, Unit Cost, GL Account and applicable taxes (if any) can be set according to defined activity code defaults.

For example, the code "pho" might represent Photocopies, and represent a default value of $0.25 per copy, affecting GL account 4701 (Soft Costs):

Note: The quantity can be filled in once the code is used in a specific matter.

Viewing Disbursement Codes:

Select the Lists module icon > Disburse tab:

A list of Disbursement Codes is displayed:

TIP: Clicking the Print icon on the above screen will print a list of Disbursement Codes.

Edit a Disbursement Code:

Double-click on a a Disbursement Code from the list displayed. This opens the detail.

Edit any information and click Accept.

Note: To delete a disbursement code, single click on the Disbursement Code to highlight it in the list, then click the "Delete" icon:

Enter a New Disbursement Code:

From the Disbursement Codes list, click the "New" icon:

Enter a short code to be used (can be up to 8 characters), description, default quantity and cost (if wanted) and General Ledger Account. Codes may be up to 8 characters in length:

Click Accept when finished.

Note: The Description is the only mandatory field on codes.

When a code is used on a given time slip, the default description from the code may be edited or added to, and the default quantity may be changed on a given slip.

To Use a Code on a New Disbursement Slip:

With a new slip open, enter the code into the Codes field and hit the tab keyboard key. The disbursement information related to the code will be displayed. This may be edited as required for a given Disbursement slip. Note below, the quantity was not defined in the code setup, but added to the new slip for the matter after the code was used:

See article on Entering a New Disbursement Slip.