Entering a Disbursement that has GST that is not 10% of the total disbursement amount

Modified on Thu, 15 Feb at 12:29 AM

Sometimes you need to enter a disbursement where the GST component is not 10% 


For example a disbursement for $141.60 where the GST amount is $12.50 not $12.87 


Step-by-step guide


When using the Workbench to enter disbursements it assumes that the GST is 10% of the total amount. 


If you need to enter GST that is not 10% of the total amount then:

  1. Go to the matter in question 
  2. Click the Costs button on the Matter Toolbar 
  3. Right click on the costs grid and select "Input Cost Journal" 
  4. Change the Tran. Type to Disbursements 
  5. Enter the Disbursement code you want to us in the Expense Type field or click the ... button and select the disbursement code you want to use 
  6. Enter the full amount in the Amount field eg) $141.60 
  7. Enter the GST amount in the Paid GST field 
  8. Click out of the Paid GST field to see the Actual Cost field update 
  9. Click Add transaction when you are happy everything is filled out as you want 
  10. Click OK to add the listed transactions to the matter


NOTE: The disbursement Code must be a GST applicable code ie) not GST Exempt or PAYEX

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article