Creating Disbursement Types

From the main "Admin" screen, click on the "Disbursement Types" link located under the Policies section of the screen.

1. To create a new Disbursement, click on the [ADD] icon located at the bottom of the screen.
2. Enter a Name for this Disbursement, as you would like it to appear in the system.
3. The Company Default setting allows you to select this Disbursement as the default type when creating Disbursements.
   Note: The system only allows you to specify one Disbursement Type as the Company Default.
4. The Export Code field allows you to specify the code that will be used when hours information is exported to an external payroll software.
   Note: Some payroll programs require a specific export code setting.
5. The Multiplier field allows you to calculate a dollar amount based on a set multiplier rate (for use in reimbursing for milage used, etc.). Select the option, and specify the Amount.
6. Click on the [SAVE] icon to create the Disbursement Type.

Editing/Deleting Existing Disbursement Types

Each Disbursement in the system is displayed on the main Disbursement Types screen.

• Click on the link in the Name column to edit Disbursement settings.
• Click on the icon to move the Disbursement to the Inactive Disbursement Types section of the screen.
• Inactive Disbursements are no longer available for use in the system, but are retained for historical purposes, or later reactivation. Click on the "Activate" link to restore the Disbursement to active use, or click on the icon to permanently remove it from the system.