Office Payments
Guide Overview Office Payments can be processed directly from the Office Cash Account or from the Matter. TABLE OF CONTENTS Guide Overview Processing Office Payments Recording an Office ...
Office Payments & Receipts
6 articles
Office Receipts
Guide Overview Office Receipts can be processed directly from the Office Cash Account, from the Matter or from the Invoices screen. TABLE OF CONTENTS Guide Overview Processing Office Rece...
Cancelling Stale or Unpresented Cheques
Overview A cheque becomes stale if it is not presented within 15 months of the date of issue. In the case that a cheque becomes stale or unpresented, it should be cancelled and refunded to the cl...
Reversing Office Receipts
Overview This guide will go through the steps required to Reverse an office receipt either directly from the Office Cash Account or from a Matter card. There are two ways to access the Offic...
Reversing Office Payments
Overview This guide will go through the steps required to Reverse an office payment either directly from the Office Cash Account or from a Matter card. There are two ways to access the Offic...
Office Matter to Matter Transfers
Overview Office credit funds can be moved from one matter to another via the following procedure. TABLE OF CONTENTS Overview Performing an Office Matter to Matter Transfer Perfo...