Slip Postings
Slip Postings
By Antoine1 author52 articles
- Tracking and managing slips
- Slips not showing in the History
- Slip Signature Required configuration
- BPC slip posting not appearing on the case history
- Reissuing an out of date cheque
- Making a slip type Available/ Unavailable Including the unallocated types
- Creating a Slip
- Sending an email from specific Posting Types
- Accrual Posting
- Moving funds between different bank accounts of the same type
- Slip reject message
- Unable to write off a TOC
- Allocation to the WIP not showing on the Bill
- Adding new columns in the grid in Slip Postings
- Unable to view slips in accounts, as the image does not appear
- Stop accounts postings to a matter or pop up warning message when making a posting
- Nominal posting for monies held on a nominal
- Regular postings
- Amending the Practice on a Case/Matter
- Removing a lock from a slip
- Change the slip Iām posting to todayās date when I hit the post button
- An item posted to a ledger is not appearing on the bank rec
- Reversing a TOC
- System freezes when I click to post on a posting type in Slip Postings or General Postings
- Posting to a different practice than default
- Instant message/ notification to file handler on Posting of a transaction
- Transferring matters between practices
- Autopost SIB posting needing an auto bill number populated
- New Slip Chains
- The Total of a nominal on the TB does not match the Nominal Transaction listing total I have run
- Cannot find a Case in Accounts which exists in case. Special Character in Case Details
- Break down shown on the TB or P & L reports
- Switching Unallocated Receipts on
- Setting for allowing reversals on Reconciled transactions
- Creating an alias for a Slip Posting Type
- Posting a Nominal Disbursement (ND)
- Print a Batch Report when transactions are posted in General Postings
- How to tell if the PPO posting has been reconciled
- Bank details/clearance days on a slip on SmartPost Maintenance/ adding a new Posting Type
- Refund to client from office
- Adding a supplier invoice for a matter (PIO) onto the Slips in case
- Amending a rejected slip
- Disbursement not showing to allocate on an SIB (Bill) or to allocate monies against
- Posting a transaction to a ledger
- Finding a transaction in Posting Enquiry
- Creating an unallocated Credit note
- Bill Slip (SIB) showing allocations not available
- Adding the option to attach documents to the case history on Slips
- Rejected slips/Postings that need to be deleted
- BPN (Bank Payment Nominal) posting on client account
- Slip posting screen not appearing when Maintenance button selected in slips/docking the screen
- Update 'Auth Level' and 'Next Authorise' for slip