Entering Disbursements and entering tax amounts

Entering Disbursements

Disbursements are entered by:

• Navigating to the Time Review > "Disbursements" page, or
• Clicking on this URL
  https://www.insol6.app/en-AU/apps/timereview/disbursements/

Note

You need to be logged in and have "Timekeeper admin" access to enter disbursements.

Add a disbursement

To add a disbursement click on the + Add button:

The disbursement entry drawer appears.

Disbursement Entry Drawer

Below shows the disbursement entry drawer:

Entering the disbursement details

To enter the details:

1. Select the Job
2. Select the Disbursement category
3. On the unit header line entry enter the Units and Rate.
   
   Line 1 of the disbursement entry line will automatically populate with the tax code specified for the selected category.
   
   See: Configuring Disbursement Categories for more.

Editing the tax amount / Entering Split entries

If you want to enter a custom tax amount for the entry, follow these steps:

1. Click the Pencil icon to edit the entry line
   
   An additional entry line appears:
   
2. Enter a custom Amount (in line 1 and/or Line 2)
3. Select a Tax code (in line 1 and/or Line 2)
4. Enter a Tax amount
5. Click Save
   
   The entry is saved.
   
   You do not need to enter a tax code on an entry line, if tax does not apply to part of the entry.

When invoicing, the entered tax amount will be used for calculating tax amount on the invoice.

Also see:

• Setting up Disbursement Categories.
• Invoicing a custom tax amount for disbursements