This guide provides a straightforward process for efficiently managing disbursements within the LawAccounting/CaseQube system. It outlines essential steps for accessing the settlement screen, generating transactions, and viewing disbursements, making it a valuable resource for users seeking to streamline their financial operations. By following these instructions, users can ensure accurate and timely processing of transactions, enhancing overall productivity.
1. Step 1: Access Settlement Screen
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Log In
- Access LawAccounting/CaseQube using your secured credentials.
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Navigate to Settlement Tab
- Select the Settlement that you are using
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Navigate to Settlements Split Screen
- Click Settlement Split
- Click on the Split you want to Generate Transaction For
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2. ### Step 2: Generate Transactions & View Disbursements
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Click Generate Transactions.
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When the confirmation message appears asking if you want to generate transactions, click Yes.
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To view the generated transaction, navigate to the Disbursements tab.
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