Slip Postings
Slip Postings
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Reissuing an out of date cheque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 I’m posting to today’s 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