Anticipated postings report

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

Anticipated client money is a deposit or withdrawal recorded on the client ledger as expected money, which hasn’t been posted yet.

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

Tip

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