Mail, Courier and Other Charge Details

Mail, Courier and other charge details allows you to use the same system as "Call Records" to update any disbursement information that can be posted directly into your practice management system. This way you will be able to disburse mail, courier and other charge details. Other charges might include travel allowances, taxi vouchers and so on.

Figure Mail, Courier and other charge details.

Each time you pop up the screen, a unique code will be generated so that you can refer to this record later. Every time one of these fields is saved, the date is recorded so the date of activity refers to the time that the actual event took place, so two dates are recorded by the system.

You will need to indicate that the client should be charged and include a disbursement code and an amount. The Client code must be entered and a matter associated with that client.

The activity code is optional.

The Narration gives you an opportunity to make a very quick note that will appear on the disbursement records in your practice management system.

The Destination Address allows you to additionally record information about where the mail or courier items were sent that you may wish to use for records at another time. This is not required to be able to disburse the charge to the client.

Pressing "Update" will update that information and allow the system administrator to use another screen to create the disbursement record that can be posted into your practice management system.