Employee Disbursement Maintenance

Use this form to set up disbursement transactions that Greentree Desktop creates when you enter a timesheet for a specific employee type and activity combination.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Employee type

Select the employee type to which the disbursement applies.

Base activity

Select the base activity to which the disbursement applies when performed by an employee. You can only select from activity codes defined as Time types.

Table Details

Select the activity code to use for the automated disbursement transaction. You can only select from activity codes defined as Disbursement types.

The Quantity represents the value by which to multiply the timesheet hours to determine the quantity of the disbursement transaction.

If you select Fixed, the quantity displays on the timesheet line's disbursement. If it is selected, the quantity is multiplied by the timesheet line hours.

You can set up more than one disbursement for each employee type and activity combination by adding different disbursement activities to the table.

Example

When a service technician performs a service activity, a disbursement charge applies for each hour, and a fixed travel disbursement charge also applies. The job absorbs the cost of the sundry and travel disbursements for activities of this type.

When a service technician enters a timesheet line for a service activity, the automated disbursement lines appear in red under the timesheet line when you save the line. The quantity of the non-fixed line comes from the number of hours of the timesheet multiplied by the quantity set for this combination. The quantity of the fixed line comes from the quantity for the combination.

When the timesheet is saved, you can view the disbursement transactions on the Job Transaction form. The Tran Type displays JC Timesheet for the disbursement line, indicating this was the source form for the transaction.