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Need to overdraw client or put office account into credit

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Written by Antoine Larsen
Updated over 2 weeks ago
  1. On the main menu select User Profiles (this will be in the proclaim accounts, administrator folder).

  2. Select the user you wish to be able to overdraw client or take office into credit.

  3. Click on the Proclaim Accounts tab top right.

  4. Click update at the bottom of the screen.

  5. Near the bottom centre of the screen select the drop down next to Client A/c into Debit, select either warn or allow. (If you select allow you these postings will just go straight through so we suggest its best to select warn so at least you get a warning message to let you know client will be going into debit and can rectify asap.)

  6. Near the bottom centre of the screen select the drop down next to Office A/c into Credit, select either warn or allow. (If you select allow you these postings will just go straight through so we suggest its best to select warn so at least you get a warning message to let you know office will be going into credit and can rectify asap.)

  7. Now click save and exit.

  8. You can now overdraw client or put office into credit if required.

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