Requisitions

Requisitions

Requisitions Overview

The Requisitions tab is for cheque requisitions made on behalf of the client to a third party (e.g. a conveyancer). Solicitors and accountants can make requisitions directly through a matter on Thread for a client, provided that the contact is linked to the matter. 

Money that is used for cheque requisitions is taken directly from the Client Account, which serves as a trust or reserve fund for the client. 


InfoOn the Financial Overview section of the matter, Client Deposits refers to money added to the Client Account page e.g. Trust money. Client Payments refers to funds taken out of the Trust and used for cheque requisitions.

 
 

Sending Requisitions 
 

  1. 1. Click Matters in the left pane.  

  1. 2. Select the matter you want to send a requisition from.  

  1. 3. Under the Financial tab, select Requisition. 

  1. 4. Click Add. 


  1. 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 department 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.

Choose the department to Send the request to, such as accounts, an admin or office manager. 
Toggle for the requisition to be paid from the office to a bank account.
Choose a Transfer Type.
Include a Purpose for the requisition.

  1. 6. Click Save. 

  1. 7. A pop-up will appear asking to confirm creation. Click OK. 

  1. 8. A new Edit window will appear. Here you can attach any relevant documents, and toggle whether it was paid to the firm. 

InfoIf you don’t need to edit the document, click X in the top right corner.  

 


  1. 9. Another pop-up window will appear asking you to confirm your decision. Click OK. 
     

Viewing Requisitions 
 

You can view requisitions in a matter based on the date they were sent and the contact they are payable to. 

  1. 1. Click Matters in the left pane.  

  1. 2. Select the matter in which you want to view requisitions.  

  1. 3. Under the Financial tab, click Requisition. 

 

  1. 4. Enter a date range in the From date and To date boxes and enter a client name in the Payable To box. 

 
 

NotesRequisitions can also be viewed 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. 


 Trust money deposited into the Client account.
Cheque requisitions that have been taken out of the Trust.
Remaining funds in the Client Trust account.


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. 1. Click Matters in the left pane.  

  1. 2. Select the matter in which you want to view requisitions.  

  1. 3. Under the Financial tab, click Requisition. 

 

  1. 4. You can view requisitions based on the date range and the contact the requisition was made for. 

  1. Select the requisition and click Edit in the top grey pane. 

  1. 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. 



  1. 6. A confirmation window will appear. Click OK. 

     

NotesRequisitions 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. 


 Trust money deposited into the Client account.
Cheque requisitions that have been taken out of the Trust.
Remaining funds in the Client Trust account.

             

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