Disbursement Tab

The Disbursement tab is used to add, edit or delete disbursement entries from your account.

Disbursement List - The Disbursement tab will display a list of all disbursements that have been added to your file. Entries can be edited or deleted using the Edit and Delete links in blue.

Add New disbursement - Click this link to manually create a new disbursement entry.

Description - Enter a description for your disbursement. Whatever is typed into this field will be displayed on the account.

Net Amount - Enter the net amount of the disbursement.

HST Amount (Apply HST) - Click the Apply HST link to have the system automatically calculate the HST for you or enter an amount directly into the field. Once calculated, the amount can be edited by you.

Note: If your account was created prior to July 1, 2010 when the HST was implemented, you will GST and PST fields.

Get Default Disbursements - Click this link to import disbursement entries to your file that were created in your Company Profile.

Default Disbursement List - the default disbursement list will display a list of all disbursements entered in your company profile for the specific file type. For easy reference, the list will display the description of the disbursement, the net amount, HST and Total for each disbursement entry. Select the check box at the top of the check box column to select all disbursements listed or randomly select one or more disbursement entries. Once all entries are selected, click the Add link in the upper right.