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:
- 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
Click the entries within the table to be taken to the associated matter.
