Finance General
All other finance enquiries
By Huzayfah1 author75 articles
- WIP and Matter Limits
- Reversing a Posting / Reversing a Reversal Posting
- Running Ad-Hoc Interest on a matter with an interest Scheme
- Closing Transaction periods
- Setting up Make Tax Digital (MTD)
- Supplier Refunds
- Changing branch
- Authorising E-Chits
- Closed matters with balances
- Creating a Chart of Accounts
- How can I Sign up for Making tax Digital (MTD) on HMRC Government Gateway portal
- Grade Rate: Time rate for emails is different from Default Rate
- Configuration of E-Chits
- Rebuilt Retained Profit in error
- Unreconciled items warning on matter completion
- Closing a matter with outstanding allocations
- Clearing down Firm Credits from Pay Supplier screen
- Default Bank
- Moving DPS â FD from Cash Accounting to Accrual Accounting
- Delete a case with account postings or time
- Client money Ring Fence/Earmark Undertaking
- Does DPS have a BACS Export function?
- Matter Balances report does not match TB figure
- Global document or transaction search
- Adding and amending pre-set payment details and payees
- Using Cost Centres
- In Legal Aid the Delete button for time is greyed out
- Invoice document posted in purchase ledger error - Could not find part of the path
- Moving all WIP under one Fee earner to another
- Adding a New Supplier
- User KPI's by day
- Setting up Cost Centres
- Entering matter number doesn't find Ledger Card
- Exporting Timesheet (WIP) to Excel - Raw data version
- Errors when pressing Process button in Payment Processing
- Delete a CHQRUN from payment processing screen
- How do I get a matter balance list
- How do I delete an e-chit from the Admin screen ?
- How many postings did we make last year?
- Making a Supplier Payment for more than the Supplier Invoice
- E-chits - Payment Type / Reference
- Removal of an old Supplier Firm Credit note
- Where is the list of matter types or categories on the system
- Import journal not importing excel document
- Running a matter ledger card over a date range
- How to write off an ODR posting
- LAA Funds Control matter not appearing in OTO matter selection
- Moving time between matters
- Unable to run Client Statement in Credit Control Module
- Moving time from one database to another
- Journaling to Control accounts
- Old supplier invoice needs to be removed from creditors management screen.
- Supplier Payment Post button greyed out and tries to prompt Export to Excel button
- Stop calculating interest on a matter
- Less on Account pop up not appearing for one of our accounts users
- Posting supplier invoices error 'Invalid value for SourceFileName field. Max allowed length is 100'
- Payroll Journal import
- Posting manually calculated interest
- Case user does not have e-chits option available under User Menu or Accounts button in matters Case
- Setting clearance days for cheques
- Overdrawn clearance warning when posting DTC (Deposit to Client) Posting
- The system is asking for a supervisor user ID and password, when trying to reverse a posting
- Matter ledgers are missing Debit (DR) and Credit (CR) columns
- DPSSQLConfig Category In / Out in Accounts Set Up shortcut screen
- Setting up a foreign currency client account
- How to delete an e-chit when the delete box is missing from the Admin e-chit screen
- How to correct a client to office transfer and client receipt postings made in error
- Client account posting query
- Using the supplierâs invoice reference instead of the BACS reference typed in by the user
- Reversals still showing on matter ledger
- Journal Import
- WIP approaching or gone over the Credit limit
- Adding invoice documents to e-chits
- Invoice ref missing from posting
- Minor financial discrepanciesHow can I handle and correct minor financial discrepancies, such as one-penny differences, effectively?