Requisitions

Requisitions

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.

On 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 
 

From a Matter

1. 1. Click Matters in the left pane.  

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

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

4. 4. Click Add. 
   

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6. 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. 
   

7. 
   

Include who the requisition is Payable To. It automatically links to the main contact of the matter.

Choose the user(s) to Send the request to.

Toggle for the requisition to be paid from the office to a bank account.

Choose a Transfer Type.

Include a Purpose for the requisition.

Select an existing Expense or Client Payment this requisition is for, where applicable. 

 Default status when creating a requisition will be Sent, but this can be changed to Complete or Denied when needed.

7. 6. Click Save. 

9. 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 a Client Account requisition, you will get a window to add a Client Payment:

If you are adding an Office Account requisition, you will get a window to add an Expense:

10. 8. Click Save on the Requisition window to proceed. 
    

 

From Global Requisitions page

1. 1. Click Financials in the left pane.  

2. 2. Select the Requisitions tab.  

3. 3. In the top right corner, click the +Requisition button. 

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5. 
   

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7. 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. 
   

8. 
   

Search and select the relevant matter.

 Include who the requisition is Payable To. It automatically links to the main contact of the matter.

Choose the user(s) to Send the request to. 

Enter the Amount. 

 Toggle for the requisition to be paid from the office to a bank account.

 Choose a Transfer Type. 

 Enter a Purpose for the requisition.

Select an existing Expense or Client Payment this requisition is for, where applicable. 

7. 6. Click Save. 

9. 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 a Client Account requisition, you will get a window to add a Client Payment:

If you are adding an Office Account requisition, you will get a window to add an Expense:

10. 8. Click Save on the Requisition window to proceed. 

10. 
    

Viewing Requisitions 
 

Requisitions in a matter:

1. 1. Click Matters in the left pane.  

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

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

4. 

Requisitions in all matters:

1. Click Financials in the left pane.

2. Go to Requisitions tab.

3. Use the Search bar or Filters to view specific requisitions. 

4. 
   

 

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.  

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

3. 3. Under the Financial tab, click Requisitions. 
   

4. 
   

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

6. 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.
   

7. 
   

7. 6. Click Save.

     

Requisitions can also be edited from the global page under Financials, by clicking on three dots or right click on the requisition you wish to edit.

Requisition Comments

You can add a comment to any requisition after it was created, to let your colleagues know of any further updates, or request more information.

These comments are only visible within the Requisition. You can mention another user by tagging them in the comment, which will send an email notification with your comment to the mentioned user and the user that created the requisition.

Requisition Notifications

When creating a Requisition, you can choose users the request should be sent to in the Send request to field. All users in this field will receive an email notification with the requisition document.

To set up default users who should receive requisitions by email, go to Settings > Time & Billing > Billing General and choose relevant users in the Requisition send to field.

User that created the requisition will receive email notifications when a status was changed or comment was made on their requisition. 

Anyone mentioned in a requisition comment will also receive an email notification with the requisition and matter details.

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