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User - Disbursements & Allowances

 
Other terms for disbursements is materials or costs that are used on a job. Against a user they might only have one or two specific disbursements and one can be the default. For example each user might have their own travel stockcode and it can be assigned to the user here as their travel they would charge onto a task.
User - Disbursements & Allowances
1

Search upon a Stockcode

Enter in a stockcode for a disbursement to assign it to a user.
2

Search

Click on search to search upon your stockcode or group
3

Show Groups

Check this setting to search upon the stock items primary stock group.
4

Search Results

In this screen the search results will be displayed and can be selected to assign to the user.
5

Down Arrow

Use the down arrow to add an item from the Assigned Disbursements & Allowances list.
6

Up Arrow

Use the up arrow to remove an item from the Assigned Disbursements & Allowances list.
7

Assigned Disbursements & Allowances (ticked items will be preloaded)

This will be the list of disbursements assigned to the user.
8

Move Down

Move the Disbursement list item down the list.
9

Move Up

Move the Disbursement list item up the list.