Using Accounts
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Accounts Basics
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Examples & Scenarios
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Client/Trust Account
- Request a Deposit
- Receipt a Deposit
- How to Receipt a Deposit against 1 or more Matters - without opening the Matter
- How to do a Bank Deposit for Cash/Cheque received into the Client/Trust Account
- Refund money from Client/Trust Account
- Using BPAY - Adding BPAY information to Deposit Requests
- How to Protect Trust / Client Funds
- How to release Protected Funds
- Processing a Client Journal Transfer
- Making a Client Fund Receipt from a Deposit Request
- Viewing, Editing, Deleting or Receipting existing Deposit Requests
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Client/Trust Account - Bank Reconciliation
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Fees & Disbursements
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Operating Account
- Generate an Invoice for Work Completed
- How to Finalise a Draft Invoice
- How to Print an Invoice using different Templates
- Pay an Invoice - Transfer from the Client/Trust Account
- Pay an Invoice - Office Receipts
- Pay Multiple Invoices - How to perform multiple Client/Trust Transfers at Once
- How to Prepare an End of Matter Statement of Services
- How to Correct a Mistake on a finalised Invoice (unpaid) - How to reverse an unpaid Invoice
- How to Correct a Mistake on a paid Invoice - How to reverse a paid Invoice
- How to Adjust or Discount an Invoice
- Using BPAY - Adding BPAY information to Invoices
- How to apply a credit to an Invoice
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Operating Account - Export to Xero
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Reports - Accounts
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Searching Accounts
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Time Billing
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Trust Accounting Requirements