Learn how to create a new receipt entry in the Law Accounting application. This guide walks you through the process of entering essential details like customer, bank account, amount, and receipt date to ensure accurate financial record-keeping.
1. Step 1: Initiate Receipt Entry Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Revenue Management App
- Using the App launcher (nine-dot icon), open the Law Accounting Application
- Open the Receipt List View
- Click the Receipt Tab
- Initiate the Receipt Entry Screen
- Click the New button
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2. Step 2: Fill in Receipt Entry Screen & Save
Enter the following required fields:
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Matter: Select the applicable matter you want to add the receipt to.
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Customer: Select the customer associated with the receipt.
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Bank Account: Choose the account where the funds will be deposited.
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Amount: Enter the total receipt amount.
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Receipt Date: Input the date the payment was received.
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Credit GL Account: Select the appropriate general ledger account to credit.
Once all required fields are completed, click Save to record the receipt.
- Screen will automatically refresh and you can review receipt details
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