Settings - Practice Management
Create disbursement codes for expenses that you want to add to jobs. Specify the amount of the disbursement if you know it in advance and it will not change for a job or a client. If the amount is variable, enter 0. You can choose to auto allocate disbursements, create monthly disbursements, or add them to jobs manually as and when they occur.
See About disbursements for more information.
Use the Disbursement Codes report if you need to review your disbursement codes.
To access the disbursement codes click Settings > Practice Manager> Disbursement Codes.
Create a disbursement code
- Click Add Disbursement Code.
- Type a Code, a Code Description and an Amount.
- Click Save.
Edit a disbursement code
- Click the row of code you want to edit.
- Make the required changes.
- Click Save.
Delete or deactivate a disbursement code
You CANNOT delete disbursement codes that are being used. You can, however, de-activate them.
To remove a code you can either delete it (permanently remove from CCH iFirm) or deactivate it (archive). It is a good idea to deactivate codes that are no longer in use but may be used at a later time. This saves you removing and re-adding them over time, you can simply activate them. You can deactivate an individual code or multiple codes at the same time.
- Clickthe Delete button
on the row of the code you want to remove > click Yes to confirm. - Select the check box(es) of the code(s) you want to deactivate > click Deactivate.
Activate a disbursement code
- Click the Inactive tab.
- Select the check box(es) of the code(s) you want to activate.
- Click Activate.
