Configuring Disbursement Categories

To create and maintain disbursement categories:

1. from the "Maintenance" menu.
   
   
   
   
2. In the Time settings menu select "Disbursement Categories"
   
   
   
   
3. Select the Category root "Disbursement Categories"
   
   The disbursement categories display as follows:
   
   

Code column

The code column denotes the type of disbursement.

A - Internal

B1 - External Paid by the practice

B2 - External Paid to an external party

See the integration reports within the Insol 6 software for a detailed list of disbursements based on the disbursement type.

Tax code

When creating an invoice, the tax code will be used to set the default tax amount and rate.

Add / Remove

The add and remove buttons all you to add sub categories or remove categories. The remove button is greyed out if you have existing disbursement entries assigned to the disbursement category.