Payments

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Payments
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Any user can requisition a cheque at any time,
whether it is for a business creditor (advocate)
to pay rates for a Conveyancing matter or a
correspondent. The user is prompted to fill in
all the details including a reason for the
cheque. The bookkeeper can then view a list of
all requisitions and, once authorised, can
produce the cheques.
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When the bookkeeper loads the Payments screen,
all payment requisitions logged by other users in
the practice are presented on a list. Trust
transfers waiting to be finalised will also
appear on this list.
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All the details with regards to this payment are
already captured. All the bookkeeper needs to do
is record whether the payment is via EFT or
cheque and then Process the Payment. It should
be noted that, while secretaries can requisition
a payment, they cannot process one.
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In the case of an EFT payment, this document can
be e-mailed to the client. In the case of a
cheque being produced, the system can print to a
pre-printed cheque on a printer allocated for
producing cheques. Alternatively, the cheque will
be written out, once normal authorisation
procedures are fulfilled.
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Additionally, if you would like to process
cheques where no requisition is necessary, you
may use the Batched Payments option.
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• When you process payments with GhostPractice, all
  the appropriate Ledger accounts are updated with
  the required entries automatically. This
  eliminates the many manual postings typically
  involved in completing these payments
  successfully.
• It should be noted that normal authorisation
  procedures are not affected by GhostPractice. It
  would be standard practice to print the
  requisition and have it signed by a designated
  person. It is a function of your firms policy as
  to when the bookkeeper should produce the cheque.
  GhostPractice merely removes any unnecessary
  duplication and if a cheque printer is used, adds
  automation to the process.

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Summary

• Please note This has been a highlighted
  presentation of Payments in GhostPractice. We
  would welcome the opportunity to present and
  discuss GhostPractice with your firm.
• Please call Matthew Spagnoletti on 082 568 4738
  to set up an obligation free demonstration of
  GhostPractice.