Page Comparison

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Select Case Browse.
Enter the appropriate search information.
Select the cases to Mass Update.
The Mass Update button will become active.
Select Add Disbursement from the dropdown menu.
Enter the Invoice Date.
Enter the Invoice Number.
Enter the Due Date.
Enter the Amount.
Select the Status from the dropdown menu.
Enter the Status Date.
Enter the Check Date.
Enter the Check Number.
Enter the Check Mailed Date.
Enter the General Ledger #.
Select the Payee.
If applicable, place a checkmark in the Is Payee a Lienor? checkbox.
Enter the Payee [From QuickBooks].
Select the Disbursement Type from the dropdown menu.
Enter a Description.
Select the Expense Account from the dropdown menu.
Select the Bank Account from the dropdown menu.
If applicable, place a checkmark in the Share Disbursement Across Clients checkbox.
If applicable, place a checkmark in the Recoverable checkbox.
If applicable, place a checkmark in the Waived checkbox.
If applicable, enter information in the Custom Field.
Enter any relevant Comments.
Select SAVE to add disbursement information.
Otherwise, select CANCEL to return to the previous screen.

Add Note

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