The Receipts tab enables you to create, edit, and view receipt requests, whether pending or completed. You can also check the status of individual receipt requests to confirm if they have been approved and processed.
You can use the filter options in the header panel to view receipt requests by author or by stage in the receipt request processing workflow.
- Author Filter: Use this to display receipt requests for yourself, another author, or all authors.
- Status Filter: Use this to view receipt requests at different stages of processing:
- Active: Draft receipt requests that have not yet been forwarded to the accounts team for processing.
- Confirmed: Receipt requests that have been sent to the accounts team and are awaiting processing.
- Authorised: Receipt requests that are being processed and have been approved for update.
- Complete: Receipt requests that have been fully processed, posted to the client matter ledger.
Right-click on a selected receipt request to access a menu with the following functions:
- New: Create a new receipt request.
- Edit: Modify the selected receipt request.
- AML Info: Add information required related to prescribed transactions.
- Confirm: Send receipt request to accounts for processing.
- Delete: Remove the selected receipt request.
- Authorise: Approve the selected receipt request.
- Authorise and Update: Approve and update the receipt request.
- Internal Message: Send an internal message to another user regarding this request.
Learn more about creating a receipt request here