Once an Interest Scheme is saved in the DPS SQL Config, and a matter has been assigned with the said scheme, in the Matter Set Up screen, this will enable Ad-Hoc Interest to be run on the matter. Please follow the steps below:
From the DPS Home Screen, click Client Postings.
Click Ad Hoc Interest Calculator.
Enter Matter Ref, and click Find.
Select the From and To dates on which the interest calculation should run between.
In the top right corner, tick the Apply Interest Scheme tick box, then select Calculate Using Default Scheme.
Click Scan.
Click Print to save a copy of the calculation (Optional).
Click Post to transfer money from your firm's interest nominal to the matter's client account.
Please be mindful to move the money between your physical bank accounts, so that these items can be reconciled