Available Automations

In the Finder Side Menu, select Available Automations

  • This presents you with all available Disbursements that can be Invoiced.

  • If your User permissions are Automation: Disbursement Advanced entry you can hold CTRL then click on the Legal entity or Customer to drill down into their details.

  • If setup mistakes have been made resulting in this finder not presenting the desired available disbursements, corrections can be made to the setup then you can repopulate.

    • Legal Entity: The Legal entity that is associated with the disbursement.

    • Project: The Project that is associated with the disbursement.

    • Doc: The Document number.

    • Date: The date of the expense.

    • Description: Of the expense.

    • Amount: The amount of the expense.

    • Customer: The Customer that the expense is being disbursed to.

    • Exclude and selected: These tick boxes will be ticked if the expense is excluded from being invoiced or selected for invoicing.

    • Automation: This is the Automation type.

    • Account: This is the Chart of account associated with the expense.


    Tip

    To modify the columns displayed, select on the top right of the page, then tick/untick the information you want to hide or display.

Repopulate

  • When changes are made that affect the available automations pressing Repopulate will refresh the finder to update the information.

Exclude

  • You can exclude expenses from the available automations by selecting them then pressing Exclude.

Filter

  • You can use the Sets to present the available automations that you would like to see.

  • Alternatively, you can use the filter icon and parameters.

Setup

  • There are a few parameters and/or tick boxes that can affect the available automations such as:

    • The Chart of account must have disbursements ticked to be used.

    • If you are using disbursement automation on Projects you must allow it in the project setup as seen below.

    • The date from and date to fields in the Disbursement automation Criteria tab found in the Automation finder selects the earliest and latest documents to be available.


Updated October 2024