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53.4 Enter Disbursements |
  
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53.4 Enter Disbursements |
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53.4.1 Open the Timesheets screen from the Main Menu screen, go to the "Main" column, and click on the "Timesheets" button to open the "Timesheets" screen. If you mainly enter disbursements, go to the "Disbursement" tab
53.4.2 Select an Employee or Resource from the list of active employees and resources on the left side of the screen. Latitude selects (highlights) the current user as a default employee.
53.4.3 Select a date for the disbursement by clicking the date in the calendar. By default, today's date is selected. You can see the date of the disbursement that you are entering in the grey box in the "Date" column on the right side of the Timesheet screen.
53.4.4 Select a Job you are recording the disbursement for. Note that only Jobs / Projects whose Status is "open" appear in the drop down list. When you have selected a Job, selected details of the job will appear in the adjacent display box.
53.4.5 Select CB Code if you are using CB Codes.
53.4.6 If you have set up Job Task Notes in the Jobs / Projects screen, you can allocate each disbursement into Task Types as well.
53.4.7 Select a Disbursement Work Type. The drop-down list shows Work Types allocated to the employee or resource and standard disbursements that have been flagged in the Work Type lookup.
If you select Work Types that are marked as 'Disbursements', the small box labelled as 'D' below Qty will automatically be selected and it will be shown in "Disbursements" tab in Invoices.
If you select Work Types that are marked as 'Non-Chargeable', the small box labelled as 'X' (near 'D') will automatically be selected and its charge will be $0.00.
For more details on work types, go to 'Set Up Work Types' in this HTG.
53.4.8 Enter Qty. Start and End times are optional. Enter a Qty by either entering the Start and End times and letting Latitude calculate the Qty or you may enter the Qty without Start and End times. After Qty is entered, Latitude calculates the total charge amount for this disbursement entry.
You can see the details of the calculation for the total charge amount by double-clicking the white box at the bottom of each timesheet entry.
53.4.9 Enter a description for this disbursement entry. This description will appear in Invoices when you select "show description" in an invoice Style.
53.4.10 For information about Timesheets refer to "Timesheets" Category in this How To Guide.