Receipting procedures vary from firm to firm. In general, receipts are recorded electronically in LegalOffice with a physical copy only being printed when one is asked for by the payer.
Receipts can be printed, or reprinted at any time so there is no need to print and file a hard copy.
Print a trust receipt
You will need the receipt number in order to print a hard copy. You can find this from the matters inquiry transaction display.
From the Workspace functions menu, select the option ‘Receipt Printing’. The receipt printing program will open, select the bank code ‘Trust’ to display updated receipts ready for printing.
Tick the Reprint button, enter the receipt number and tab to load the selected item. The receipt will display on the transaction grid, click the Print Receipt option to print a hard copy.