8 articles
Issue After creating a new login, the user sees the message below that prevents them from accessing their account. Solution An admin user (someone with login access and admin permissions) wil...
A: Follow these steps Create a new account in the Office Journal. This will reflect the value of unbilled WIP. Navigate to the Aged WIP report. Go to Reports > Aged WIP to view the current unbi...
A: These Reports Should Not Be Used for Reconciliation The Work Recorded column in the Performance Reports reflects the total value of work items finalised during the reporting period, whereas th...
A: Follow these steps Click on Banking in the ribbon. From the Banking screen, navigate to the account you need to reprint the reconciliation for. You can favourite a cash account to have...
This list provides the definition of each transaction-level date field, subject to the type of transaction posted. Work Item FieldDefinition Entry Date The date entered by the user recording the...
When transitioning to a new system, it’s important to be aware that financial reporting on data prior to migration should be completed in your previous system. Why is this necessary? While the n...
Issue A client has invoices from their previous system that need to be credited because VAT was charged in error. The overcharged VAT amount is due back to the client. There are two scenarios de...
Fee Earner Snapshot Vs Fee Earner Performance - Yes Fee Analysis Pivot Vs Fee Earner Snapshot - Yes Invoice Listing and Profit and loss - No The Invoice Listing report i...