Office Administration

Supplier Management, Opening Balances, Petty cash payment and reports, management reports etc

How to view Petty Cash Report
Petty cash report  This shows a report of the petty cash and for a specific period of time. Steps:  Log in to the system Go to Office Administration mo...
Wed, 2 Jun, 2021 at 2:24 PM
How to Access Payment Report
Payment report  This show a report of the payments made at a particular time. Steps: Log into the system Go to Office Administration module  Under Tr...
Wed, 2 Jun, 2021 at 2:24 PM
How to view a Settlement Report
Settlement report  This shows a report of the payments items settled at a particular period. Steps:  Log into the system Go to Office Administration mo...
Wed, 2 Jun, 2021 at 2:24 PM
How to Access Balance on Client Trust (office) Report
Steps: Log into the system Go to Office Administration module  Under Transactions Payments/Transfers section click on the “Balance on Client Trust offic...
Wed, 2 Jun, 2021 at 2:21 PM
How to view Settled/Paid Legal Fees (Actual Income) Report
Steps: Log in to the system Go to Office Administration module  Under Transactions Payments/Transfers section click on the “Settled/Paid Legal Fees (Act...
Wed, 2 Jun, 2021 at 2:22 PM
How to view a list of the Monthly Plan
Monthly Budget planner  This module enables you to make a monthly plan you are able to view the monthly plan and also add budget  To view a list of the mo...
Wed, 2 Jun, 2021 at 2:25 PM
How to add a Budget
Steps: Log into the system Go to Office Administration module  Under Transactions Payments/Transfers section click on the “Monthly Budget Planner” link ...
Wed, 2 Jun, 2021 at 2:25 PM
How to view Undeposited Funds Report
Steps:   Log into the system Go to Office Administration module  Under Transactions Payments/Transfers section click on the “Undeposited Funds Report” ...
Wed, 2 Jun, 2021 at 2:27 PM
How to view Performance Report-Advocate
Performance Report-Advocate   This refers to a report that assesses an advocate's performance based on billing. Provides a comparison of actual billed ...
Mon, 9 Sep, 2024 at 9:47 AM
How to view Performance Report-Department
Performance Report-Department  This module shows a report of various departments for a specific period of time i.e. Annual, Quarterly. Steps: Log into ...
Wed, 2 Jun, 2021 at 2:28 PM