Osprey Academy - Customer Support & Training

Book Training

Improve your knowledge of Osprey with our free, unlimited online training courses

Recommended for Accounts Users and Accounts Supervisors

Delivered online via video conference

Duration is 90 minutes

About this course

Unpaid Disbursements

  • What are Unpaid Disbursements?
  • Posting an Unpaid Disbursement
  • Paying an Unpaid Disbursement
  • Undoing a Unpaid Disbursement
  • Undoing a Paid Disbursement
  • Cancelling an Unpaid Disbursement
  • Running the Unpaid Disbursements Report


  • What are Budgets?
  • Adding a Budget
  • Amending a Budget
  • Checking Budget/Actual/Under Over and %
  • Running the Budget Analysis Report

Scheduled Postings

  • What are Scheduled Postings?
  • Adding a New Schedule
  • Editing & Deleting a Schedule
  • Posting Pending Items
  • Deleting Pending Items

Provisional Journals

  • What are Provisional Journals?
  • Posting a Provisional Journal Credit

Allocating Payments in Purchase & Client Ledgers

  • Why Allocate Payments?
  • Allocating Payments in the Client Ledger
  • Allocating Disbursements in the Client Ledger
  • Allocating Invoices/Payments in the Purchase Ledger

Provisional Bills

  • What are Provisional Bills?
  • Posting a Provisional Bill
  • Delivering a Provisional Bill
  • Undoing a Delivered Provisional Bill
  • Cancelling a Provisional Bill

Counsel Fees

  • What are Counsel Fees?
  • Entering Counsel Fees
  • Paying Counsels Fees
  • Undoing Paid Counsels Fees
  • Cancelling Counsels Fees