Receipt Requests is a LegalOffice app which allows users to record trust account receipts electronically. These requests help improve office workflows and remove manual recording of this information, 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 right up until confirmation is made
• paper authorisation form generated if required
• data captured once removing any duplication of entry
• supporting documentation can be attached to the request