This guide provides a step-by-step process for setting up the Disbursement Screen in LawAccounting/CaseQube, making it essential for administrators looking to customize their disbursement entry screens. It details how to navigate the system, manage field sets, and effectively add or remove fields to enhance functionality. By following this guide, users can streamline their disbursement processes and ensure that the necessary information is readily available, improving overall efficiency.
1. ### Step 1: Initiate Disbursement Set Up Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Revenue Management App
- Using the App launcher (nine-dot icon), open the Law Accounting
- Open the Disbursement List View
- Click the Disbursment Tab
- Initiate the Set Up Screen
- Click the gear icon in the upper right hand corner
- Click Set Up
/>
2. Step 2: Navigate to Disbursement Entry Screen Field Sets
-
Click Object Manager
-
Type Disbursement in the Quick Find Search Bar
-
Select Disbursement from the results
-
Click Field Sets
-
Search for and click Disbursement Entry Screen Field Sets
/>
3. Step 3: Understanding the Disbursement Entry Screen Field Set
List of all available fields
-
Displays all available fields that can be added to the Disbursement entry screen.
-
Allows administrators to choose which field sets are included in the layout.
In the Field Set
- Displays the list of fields currently shown on the disbursement entry screen Header
/>
4. Step 4: Adding and Removing A Field On the Disbursement Header Level
Add a Field
-
Drag a field set from the Field (header)
(for example, Accounting Class 1) -
Drop it into In the Field Set to add it to the disbursement entry screen.
Remove a Field
-
Drag a field set from In the Field Set
-
Drop it back into the Field Headers to remove it from the entry screen.
Key Notes
- Changes take effect immediately after saving.
/>
5. Step 5: Navigate to the “Disbursement w/ Expense Line Entry” Field
(Note: This screen is accessed through the Voucher Line.)
-
Click Object Manager
-
Type Voucher Line in the Quick Find Search Bar
-
Select Voucher Line from the results
-
Click Field Sets
-
Search for and click Payable Entry Screen Field Set
/>
6. Step 6: Adding and Removing A Field On the Disbursement Header Level
Add a Field
-
Drag a field set from the Top of Screen
(for example, Expense Type) -
Drop it into In the Field Set to add it to the disbursement entry screen.
Remove a Field
-
Drag a field set from In the Field Set
-
Drop it back into the Top Screen to remove it from the entry screen.
Key Notes
- Changes take effect immediately after saving.
- Click "Save" when done
/>