Requisitions
The Requisitions tab is for cheque requisitions made on behalf of the client to a third party (i.e. a conveyancer). Solicitors and accountants can make requisitions directly through a file on Thread for a client, provided that the contact is linked to the file. Once created, requisitions can be managed directly from the Requisitions page on Thread, or on the Client Account tab.
Sending Requisitions
1. Click Files on the left pane of Thread.
2. Click the file name you want to send a requisition from.
3. In the file, click the Financials tab.
4. Select Requisitions.
5. In the top grey pane, click Add.
6. A pop-up window will appear. Enter all details including which contact the requisition is payable to (contact must be linked to file), which department to send the requisition to, the amount, whether it will be paid by the office, the transfer type, and the purpose.
7. Click Save.
8. A pop-up will appear asking to confirm creation. Click OK.
9. A new Edit window will appear. Here you can attach any relevant documents, and toggle whether it was paid to the firm.
Note: If you don’t need to edit the document, click X in the top right corner.
10. Another pop-up window will appear asking you to confirm your decision. Click OK.
Viewing Requisitions
You can view requisitions in a file based on the date they were sent and the contact they are payable to.
1. Click Files on the left pane of Thread.
2. Click the file name.
3. In the file, click the Financials tab and select Requisitions.
4. Enter a date range in the To date and From date boxes, and enter a client name in the Payable to box.
Editing Requisitions
Once you have created requisitions, you can edit them to add a document, any additional information, toggle whether it has been paid to the firm, the date of payment, and the amount.
1. Click Files on the left pane of Thread.
2. Click the file name.
3. In the file, click the Financials tab and select Requisitions.
4. You can view requisitions based on the date range and the contact the requisition was made for.
Select the requisition and click Edit in the top grey pane.
5. A pop-up window will appear. Here, you can change the amount, the date, add relevant documents, and toggle whether it has been paid to the firm.
6. A confirmation window will appear. Click OK.
Note: Requisitions can also be edited on the Client Account page. Here you will get an overview of how much money remains in your client's trust account and how much has been taken out for cheque requisitions.
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