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 the Unpaid Disbursement postings entered using the Unpaid Disbursement posting type.

Unpaid Disbursements example

Filter Options

  • Fee Earner – Select one or more Fee Earner, or leave blank for all
  • Branch – Report on All branches or select a branch
  • Department – Report on All departments or select a department
  • Currency – Select the Currency type you wish to report on
  • Date Filters – Enter the date range you wish to report on

Grouping and Ordering

  • Ordering – Select the column to order by – choice of Client Name or Client Number
  • Grouping – Choose one of No Grouping / Fee Earner options. If Fee Earner is chosen, a sub total will be produced for each fee earner

List of Columns produced

  • Client Number/Matter Number
  • Client number
  • Matter Description
  • Branch
  • Department
  • Fee Earner
  • Work Type
  • Posting date
  • Posting Reference
  • Transaction Detail
  • Value

In this article