How to make payments Transactions

This module enables you to make payments for the different expenses incurred when handling client matters.

Elitesuiteke

  1. 1. Log into the system

    Log into the system

  2. 2. Go to Legal Spend Management module

    Go to Legal Spend Management module

  3. 3. Click on Transactions sub module

    Click on Transactions sub module

  4. 4. Click on Payment Transactions link

    Click on Payment Transactions link

  5. 5. Payment transaction form will pop out

    Payment transaction form will pop out

  6. 6. Fill in all the details in the provided fields as shown in the example below

    i.e. date, client, file, description and the amount

    Fill in all the details in the provided fields as shown in the example below

  7. 7. Once done click on the Add Item button to add the expense

    Once done click on the Add Item button to add the expense

  8. 8. The item will be added as shown in the example below

    The item will be added as shown in the example below

  9. 9. To submit click on the Execute button at the bottom of the page

    To submit click on the Execute button at the bottom of the page

  10. 10. This generates a petty cash voucher receipt containing all the payment detailsils

    Print option should you wish to  get a print out of the same

    This generates a petty cash voucher receipt containing all the payment detailsils