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Approve and post receipts and adjustments

Your firm will need to turn on the approval process. To do this, go to
Setup
, then
Firm
, and mark the
Required for Receipt & Adjustment Entry
 checkbox on the
Preferences
 tab.
If your firm uses the approval process for receipts and adjustments, then each receipt and adjustment must be approved and posted by staff whose security privileges enable them to approve and post these items.
The approval and posting process helps to ensure accurate data. When used, the process excludes entries from firm balances until a staff member with privileges for approving and posting within Practice CS reviews and releases the entries by approving and posting them.
  1. Select
    Actions
    , then
    Receipt & Adjustment Entry
    .
  2. Select the
    Review
     tab.
  3. Choose a
    Filter
     or use the
    More
     button to make your own filter.
  4. Use the
    Unapproved Only
     and
    Unposted Only
     checkboxes to narrow the list further.
  5. In the selection grid, mark the checkbox next to each item you want to approve or post.
  6. Select
    Approve Selected
     or
    Post Selected
     to approve or post the selected items.

This article applies to:

  • PRODUCT: Practice CS
  • Subject: Accounts Receivable