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.
- SelectActions, thenReceipt & Adjustment Entry.
- Select theReviewtab.
- Choose aFilteror use theMore
button to make your own filter. - Use theUnapproved OnlyandUnposted Onlycheckboxes to narrow the list further.
- In the selection grid, mark the checkbox next to each item you want to approve or post.tipYou can right-click in the selection grid toUnapprove Selected,Unpost Selected,Select All,Deselect all, andPrint Grid.
- SelectApprove SelectedorPost Selectedto approve or post the selected items.
