Osprey Academy - Customer Support & Training

Using Osprey

Learn how to use Osprey to manage your day-to-day operations and processes

Who is this guide for?

Accounts Users and Accounts Supervisors

This report lists all matters where there is a balance owing in Office or Disbursements and monies available to transfer in the Client bank.

Cost Transfer Example

Filter options

  • Fee Earner – Select one or more Fee Earner, or leave blank for all
  • Work Type – Select one or more Work Type, or leave blank for all
  • Branch – Report on All branches or select a single branch
  • Currency – Select the Currency type you wish to report on

Grouping and Ordering

Grouping – No Grouping, Fee Earner or Work Type.  Subtotals are shown at the end of each section and a new report page is started for each section

List of Columns produced

  • Client/matter number
  • Client name
  • Matter Description
  • Fee Earner code
  • Work Type code
  • Private or Legal Aid indicator
  • Client – balance held in Client
  • Office – balance held in Office
  • Disbursements – balance held in Disbursements
  • Work in Progress
  • Transfer – suggested value to be transferred from Client to Office/Disbursements

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