Is there a way to configure disbursements to use unit based items? We charge a processing fee rather than time that would be easier to enter on the fly as our administrative staff work if we could skip the receipt step.
Jennifer Steward
Date
Votes
3 comments
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Scott Collier We have the same issue. We start the day with a zero receipt claim, add the charges thru the day, and at end of day edit the receipt to match the dollars of the days charges. There is no information on the receipt, no image, just a description and zero thru the day and at end of day we edit the amount.
I would like to see it expanded to expenses too: Make it NOT mandatory to have a receipt to make allocations.
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Jennifer Steward To alleviate the issue, we have a lead practice administrator that sets up the distribution batches for the offices (this has always bee the case), we instituted a plan where she creates a single receipt for $1000 when the batch is created. The administrative then add disbursements during the week. Since Receipt #1 is the $1,000, all allocations default the first receipt when added and the staff do no have to add an additional receipt. At the end of the week, the person responsible for completing the batch, updates the single receipt to match the allocations total and marks the batch complete. We've been doing better with this policy change.
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Michelle Harris This is now within the system
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