Using Req Slips

In this video, we explain how to use rec slips for matters. We demonstrate how to manually create rec slips or set up add-ins to streamline the process. We walk through the steps of creating purchase or sale requisition slips within a matter, including entering property purchase price, client information, and additional details. We also show how to customise references and save and exit the slips.

Navigating Matter Accounts View

In this video, we will guide you through the process of navigating the matter account view inside case load. We will explain how to access balance information, understand different types of balances, and explore various sections such as postings, fees, and debit/credit slips. By the end of the video, you will have a clear understanding of how to navigate the account view and access important information related to your matters. No action is required from you, but we encourage you to watch the video to enhance your knowledge of the matter account view.