Anticipated postings report
This report provides details on any anticipated client money recorded on InTouch.
Use the search bar to filter by amount, reference or details.
The data is displayed in a table, including details on:
- Date: The date the money is due on InTouch
- Matter: The reference of the matter the transaction is raised against
- Reference: The transaction reference provided within InTouch
- Details: The description of the transaction within InTouch
- Amount: The amount of the transaction