External disbursement management is used to import, verify and transfer external expenses such as SOQUIJ, Copitrak, Uniflow and Papercut to the client files concerned.

This function is found in the Admin tab, the External disbursements tile.

Step 1 :

Click the Import Disbursements icon at the top right.

If new disbursements are available since the last import, they will be imported. Otherwise, you will get a message like this:

Step 2 :

Check the loads and associated records. To change the folder associated with a load, select the load and click the folder assignment icon.

Step 3 :

When the verification is complete, select the charges to transfer to the files and click on the icon to generate the disbursements.

Step 4 :

Transactions that you do not transfer to the folders can be deactivated using the icon for this purpose.