This guide provides a step-by-step process for efficiently managing and processing pay vouchers within the LawAccounting/CaseQube system. By following these instructions, users can streamline their payment workflow, ensuring accuracy and compliance. It is essential for anyone involved in financial operations to understand this process to enhance productivity and minimize errors. Viewing this guide will empower users to navigate the system confidently and effectively handle voucher payments.
1. Step 1:
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Vouchers
- Click the App Launcher (nine dot icon)
- Type Vouchers in the search bar
- Select Voucher you want to pay
- Open Pay Voucher Screen
- Click the Pay button to open the Voucher Pay Screen
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2. Understanding the Voucher Pay Screen
- Amount: Automatically populates with the full voucher amount
- Balance: Automatically populates with $0.00 after payment is applied
- Bank Account: Select the bank account you are using to pay the voucher
- Amount to Pay: Automatically populates with the voucher amount; can be adjusted if needed
- Type: Automatically populates as Electronic
- Disbursement Date: Automatically populates with the date the disbursement is created; can be adjusted if necessary
- Reference: Enter a reference for the payment (e.g., check number, transaction ID, or internal reference)
Pay & View
- After verifying all information is correct, click Pay to create the disbursement
- The screen will automatically refresh to disbursement screen, and the new balance will update to reflect the revised total
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