Payment Requests is a LegalOffice app which allows users to request trust account payments electronically. These requests help improve office workflows and can be transferred directly to your bank, removing the duplicate handing and potential errors. Users can enter, manage and track requests. A full history is available for information and auditing purposes and request forms are automatically added to the matter DMS file.
Key features;
- Automatically populated fields reducing data entry,
- advance preparation for busy days,
- editing of the request is available until confirmation is made,
- paper authorisation form generated if required,
- data entered only once removing any duplication of entry,
- supporting documentation can be attached to the request,
- bank account authentication available to ensure the correct details are being used,
- transfer of the payment directly to your bank account.