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Please note that if the disbursement you are entering is dated in the past, there is a chance that this will break bank reconciliations for the account you enter it to if they have already been reconciled. If unsure, please enter past disbursements as recoveries. |
Pay Now - Paying through Cheque or EFT right now.
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A confirmation message will appear. Please ensure the correct disbursements are selected before confirming.
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Auto-populating the description field when creating a disbursement
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Under the Accounting and Finance banner, select the items tab from the Lists subsection.
Select Disbursement / Recovery Items; this will open a full list of Purchase Items from which you can manually click on each item code individually to edit.
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In the default notes field, type what you would like to auto-populate into the description field of a Disbursement Payment. This can be manually edited when making a payment - hence you can use this feature to guide users as to what you want entered into this field.
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