Finance General
All other finance enquiries
By Huzayfah1 author74 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
Outstanding Allocation cannot close the matter
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 – 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 supplier’s 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