Creating a Requisition
Guide Overview Requisitions can be used throughout the system to request payments or purchases for Office or matter-related expenses. There are various types of requisitions which can be selected...
Payment & Receipt Requisitions
Payment and Receipt Requisitions
5 articles
Attachments to Transactions
Overview An attachment is a third-party document such as an invoice that can be added to transactions (such as requisitions) for reference or as a supporting item. There are several transacti...
Receipt Requests
TABLE OF CONTENTS Receipt Request: Matter Receipt Request: Invoice Receipt Request: Account Overview Receipt Requests can be used for recording expected funds to be received. There ar...
Requisition Approvals
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 your ...
Posting a Transaction from an Approved Requisition
Overview Once a Requisition has been approved it will then move to the posting queue for the accounts team to post to the ledgers accordingly. This guide will show where the accounts team can vi...