Accessing Osprey & Reviewing A File
- What is Osprey Approach?
- Logging into Osprey Approach
Searches
- The Global Search
- Loading a Client & Matter
- Client & Dossier Searches
- Conflict of Interest Searches
Clients & Matters
- Adding and Editing Clients
- Making Prospects Live
- Adding and Editing Matters
- Archiving Clients & Matters
- Performing Credit & Money Laundering Checks
Client Ledger & Basic Posting
- Reviewing the Client Ledger
- Printing the Client Ledger
- Posting a Client Bank Payment & Receipt
- Posting an Office Bank Payment & Receipt
Bills
- Bill Posting Type
- Posting Your Bill
- Allocating Disbursements
- Time Allocation
- Apportioned Costs
- Printing Bills
Petty Cash Payments
- Why Post a Petty Cash Payment?
- Posting a Petty Cash Payment
Unpaid Disbursements
- What are Unpaid Disbursements?
- Posting an Unpaid Disbursement
- Paying an Unpaid Disbursement
- Undoing an Unpaid Disbursement
- Cancelling an Unpaid Disbursement
- Running the Unpaid Disbursement Report
Nominal Ledger & Basic Posting
- Why Post a Nominal Ledger Cash Payment or Receipt?
- Posting Your Petty Cash Payment & Receipt
Reconciling Bank Accounts
- Why Reconcile Banks?
- Manual Reconciliation
- Printing the Banks
- Sorting & Filtering the Reconciliation Screen
Purchase Ledger
- What are Purchase Ledgers?
- Creating a Purchase Ledger
- Posting a Supplier Invoice
- Paying the Supplier
- Allocating