The Requisitions tab in a matter allows you to send cheque requisitions to relevant users in your firm, to request for payments made on behalf of the client to a third party (e.g. a conveyancer) or other expenses. Solicitors can make requisitions directly through a matter, provided that the contact is linked to the matter.
When a requisition has been added, office account requisitions will prompt you to create an expense on the matter, while client account requisitions will prompt you to add a client payment out of the client account.
1. Click Matters in the left pane.
2. Select the matter you want to send a requisition from.
3. Under the Financial tab, select Requisition.
4. Click Add.
5. A pop-up window will appear. Enter all details including which contact the requisition is payable to (contact must be linked to matter), which user(s) to send the requisition to, the amount, whether it will be paid by the office, the transfer type, and the purpose.
Include who the requisition is Payable To. It automatically links to the main contact of the matter.
6. Click Save.
7. If you haven't linked a client payment or expense, a pop-up will appear asking if you wish to add it. If you click Yes, a window will appear where you can add relevant details for an expense or client payment, then click Save.
If you are adding an Office Account requisition, you will get a window to add an Expense:
8. Click Save on the Requisition window to proceed.
1. Click Financials in the left pane.
2. Select the Requisitions tab.
3. In the top right corner, click the +Requisition button.
5. A pop-up window will appear. Enter all details including the matter, which contact the requisition is payable to (contact must be linked to matter), which user(s) to send the requisition to, the amount, whether it will be paid by the office, the transfer type, and the purpose.
Search and select the relevant matter.
6. Click Save.
7. If you haven't linked a client payment or expense, a pop-up will appear asking if you wish to add it. If you click Yes, a window will appear where you can add relevant details for an expense or client payment, then click Save.
If you are adding an Office Account requisition, you will get a window to add an Expense:
8. Click Save on the Requisition window to proceed.
Requisitions in a matter:
1. Click Matters in the left pane.
2. Select the matter in which you want to view requisitions.
3. Under the Financial tab, click Requisition.
1. Click Financials in the left pane.2. Go to Requisitions tab.3. Use the Search bar or Filters to view specific 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 Matters in the left pane.
2. Select the matter in which you want to view requisitions.
3. Under the Financial tab, click Requisitions.
4. 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 comments or change status. You can also choose an expense or client payment that the requisition is linked to.
6. Click Save.