All Categories > Client Accounting (Trust)
Not all InTouch packages have access to this functionality. For further information, please contact support@intouch.cloud. You can also switch this functionality on and off at a matter template level…
To use InTouch with Xero, you'll need to: Connect InTouch to a Xero Account. Map the InTouch ledgers to your Xero bank accounts. Set up an automatic payment sync. For further guidance on connecting I…
To be notified of account breaches such as balances falling below zero or payment sync issues: Navigate to Settings > Accounts > Advanced. Under ' Ledger & Accounts Notifications ' enter the email ad…
Receivables are amounts to be charged to your client i.e. Fees & Disbursements. You should record receivables like memos so you never forget to charge your Client. To record a receivable. Navigate to…
Receivable templates allow for predefined fees & disbursements to be added to a matter. This saves time and also ensures the correct information is being included in the receivable. Creating a receiv…
Receivables can be automatically created on a matter in three ways: On completion of a quotation calculator. Through ordering a search. When raising a time recording entry. Quotation Calculator. Rece…
Once you have raised a receivable there are numerous actions you can take: Actions. The actions menu on the right hand side of the receivable, allows you to: Edit: Make any changes to the raised rece…
Invoices are sales invoices – monies owed to you. Commonly known as accounts receivable or customer invoice. You can raise an invoice for any outstanding receivables you have on a matter. There are 2…
Depending on the status of your invoice, there are numerous actions you can take via the invoices ' Actions ' menu. Draft Invoices. Approve: Converts a draft invoice to approved. Only certain users w…
There are 2 ways to raise a credit note on a matter: Against an existing Client Invoice. Independently of an invoice, referred to as a Standalone Credit Note. Crediting an existing Invoice. To record…
Bills are monies owed to suppliers. Commonly known as accounts payable or supplier invoices. To raise a supplier bill: Navigate to the receivables section of a matter. Next to the relevant disburseme…
Once you have raised a supplier bill there are numerous actions you can take via the bills ' actions' menu: Payments & Refunds : New Payment: Records a payment for the bill and automatically updates…
InTouch can automatically apply a due date for your client invoices and supplier bills. To set the timeframe for these: Navigate to Settings > Accounts > Advanced. Client Invoice Due Date: Provide th…
A matters ledger displays all the debits & credits for your office & client accounts. When viewing the ledger, there are numerous options available to you: Hide voided : Hides all voided transactions…
You can disconnect your Xero account from InTouch at any time: Within InTouch, navigate to Settings > Accounts > Xero Connection. Select Disconnect Xero. Confirm.
The first time an invoice is created or client money is withdrawn/deposited on a matter you will need to link the InTouch contact with Xero. Supplier contacts are handled differently so you don't hav…
Suppliers work differently to client contacts , so you don't need to link them with Xero. A suppliers contact name comes from the organisation field on the contact card. Once created, if you use the…
