Client Transactions

How Capture an Opening Balance Entry
  Steps: Log into the system  On the main dashboard, locate “Client Transactions” module. Under the Client Transactions section, click on “Opening Bal...
Tue, 12 Aug, 2025 at 4:05 PM
How to View Opening Balance Report
Steps: Log into the system using your provided credentials. From the main dashboard, locate “Client Transactions” module. Within the Client Invoicing se...
Tue, 12 Aug, 2025 at 4:05 PM
How to Post a File Payment
To make a payment or transfer funds within the system, please follow the steps below: Log into the system using your assigned credentials. From the main ...
Tue, 12 Aug, 2025 at 4:05 PM
How to View Payments Report
How to View Payment Report Log in to the system using your provided credentials. From the main dashboard, locate Client Transactions module. Under the C...
Tue, 12 Aug, 2025 at 4:06 PM
How to View Settlement Report
The Settlement Report provides a summary of paid legal fees, including both vatable and non-vatable disbursements. To view the report, follow these steps: ...
Tue, 12 Aug, 2025 at 4:06 PM
How to View the Paid Legal Fees Report
The Paid Legal Fees Report displays all paid legal fees along with any associated vatable disbursements, reflecting the actual income received. To access t...
Tue, 12 Aug, 2025 at 4:06 PM