Anticipated postings report

This report provides details on any anticipated client money recorded on InTouch.

Anticipated client money refers to any deposits or withdrawals recorded on the Client ledger at a future date.

Use the search bar to filter by amount, reference or details.

The data is displayed in a table, including details on:

  1. Date: The date the money is due on InTouch
  2. Matter: The reference of the matter the transaction is raised against
  3. Reference: The transaction reference provided within InTouch
  4. Details: The description of the transaction within InTouch
  5. Amount: The amount of the transaction
Click the entries within the table to be taken to the associated matter.

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