Accounts/PMS
Transaction Postings
- Posting screen provides confirmation of all before & after balances so these can be verified by cashier before posting is committed.
- All input can be done using keyboard - no need to use the mouse if you don't want to!
- All posting screens available on tabs (see graphic above) so that you can move quickly between different types of posting with just a single click, i.e. receipt, payment, transfer.
- Optional batch totaling facilities keeps a check of amount and number of transactions against your own pre-entered controls as you post.
- All posting screens are colour coded and can be coloured to match with your own posting slips, i.e. payment in red, receipt in green etc.
- You can save time and input with 'posting templates' (like document templates) for common transactions (i.e. Search Fees). You can then call these up when required just add the account number and click post.
- Powerful search facilities will help you find an account reference. These include a ''Previous' list and also the ability to search using client name, matter description, fee earner code etc.
- If during posting you need to check the ledger card you can call it up in a separate Window with a single click.
- If during posting you decide you could use the payee details or transaction description again you can add these to the lookup file immediately. This saves having to remember to do it and re-key it into another program later.
- An historical postings list can be displayed on the screen for review, edit or reverse making it very quick and easy to see transaction totals (i.e. total of all transfers from client to office for cheque), detect cheques posted against the wrong files and correct any general posting errors.