Skip to main content
Kofax

Customer would like to know what data would be included in the disbursement description field if it was added to their export file

Customer would like to know what data would be included in the disbursement description field if it was added to their export file.

Problem Statement:

Customer would like to know what data would be included in the disbursement description field if it was added to their export file.

Cause:

A client is requesting further detail on a disbursement billing item on the firm's bill, and the customer is exploring the best way to get description information from the disbursement vendor onto the firm's invoices.

Resolution:

Add the disbursement description field to the end of the record in the export configuration, then use the export preview feature to show the customer what data is stored in the field. If the customer elects to have the description information added to the export, save the configuration. If they elect not to include the disbursement description information, don't save the changes you made to add the field.