7 articles
Overview The Requisitions feature allows users to request approval for payments and purchases across: Office transactions Client / Trust transactions CMA (Controlled Money Account) transactio...
Overview An attachment is a supporting document (e.g. invoice) linked to a transaction. Attachments can be added across multiple transaction types in the system. Supported file types: PDF, DOCX,...
Overview The Receipt Request feature allows users to notify the Accounts & Finance team that funds have been received and require posting into the system. Receipt Requests ensure all incomin...
Overview This guide will go through the steps on how to approve a requisition, where you are the selected Approver. Requests & Approvals Screen 1. If you have any items awaiting y...
Overview Once a Requisition is approved, it moves into a posting queue for the Accounts & Finance team. From here, users can: Post payments Create purchase orders Create purchase transact...
Overview An Office Matter to Matter Requisition is used to request the movement of Office credit funds from one matter to another. This process is for raising and approving the request only. Ac...
Overview Client/Trust funds can be requested to be moved from one matter to another using a Matter to Matter Transfer Requisition. This process allows users to submit a request only. The actual ...