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Getting started
Welcome to Osprey
Installing Osprey
Integrations
Using Osprey
Accessing Osprey
Clients & Matters
Time Recording
Case Management
Client Ledgers
Portal
Reports
Accounting
Mobile & Add-ins
Compliance
Smart Actions
Convert2Client
Configure Osprey
Code Setup
System Setup
Financial Setup
Case Management
User Design
Report Setup
Tools & Utilities
Financial Periods
Include Documents
Portal Setup
Report Writer
Troubleshooting
Focused Workflows
Training
VAT
Billing
Cheques
Month & Year End
CRM6 and 11
Nominal Ledgers
Client Ledgers
Banks & Petty Cash
VAT
Finding your VAT liabilities part way through a period
Paying VAT to HMRC
Understand VAT reports
Amend the VAT number on your branches
Making Tax Digital (MTD)
Troubleshoot Making Tax Digital error messages and other problems
Billing
Produce and print bills
Run Aged Debtor Letters
Cheques
Generating and Printing Cheques
Cheque Printing Setup
Add an amount to an existing cheque
Month & Year End
Perform an automatic Bank Reconciliation
Reconcile the Bank to the Bank Statement
Run Period End checks
Run a Year End
Reprint Month & Year End Reports
Audit adjustments
CRM6 and 11
CRM6 Billing – Set up
CRM6 and CRM7 checklist
Run the CRM6/11 report
Manage Contract Work Forms list values for Legal Aid reporting
Reprint CRM6 and CRM11 forms
Nominal Ledgers
Managing Nominal Ledgers
Understand where postings appear on Nominal Ledgers
Posting multi-line journals
Posting searches to claim VAT
Client Ledgers
Printing the Time Ledger (App)
Use Custom Auto Posting
Changing the branch of a matter
Post your Client Ledger entries
Understand where postings appear on Client Ledgers
Posting Receipts from the LAA
Customising your Client Ledger with Ledger and Posting Type views
Set up and use Requisitions
Link a Deposit Account
Allocate outstanding Client Ledger transactions
Clear and reallocate a Client Ledger
Record Counsel’s Fees on legal aid matters
Write off VAT on bad debts
Banks & Petty Cash
Introducing Petty Cash from Bank
Understand where postings appear on Banks & Journals
Understand where postings appear in Purchase Ledgers
Check and change Purchase Ledger allocations
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