Osprey Academy - Customer Support & Training

Book Training

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

Recommended for Accounts Users, Accounts Supervisors, Case Workers, Case Management Supervisors and System Supervisors

Delivered online via video conference

Duration is 90 minutes

About this course

Introduction & Access

  • Claiming your Payments
  • Important Information
  • Setting Access

LAA Contract Number & Form Lists

  • Adding a Contract Number
  • Adding a Schedule Number
  • Amending Contract Work Forms
  • Managing Lists

Setting the Matter

  • Generating a UFN Number
  • Checking the Billing Guide
  • Legal Aid Codes
  • Claiming Mileage
  • Personal Details

Running the CRM6 Report

  • Contract Work Reports
  • Running Validation
  • Billable Matters List
  • Summary of Claims
  • Saving Online Submission

Using CRM6 with Auto Posting

  • Checking the Posting Date
  • Changing the Posting Date

Setup Required

  • Setting Up a Mileage Nominal
  • Ticking Access Flags
  • Setting System Switches
  • Auto Posting Defaults
  • Posting Descriptions
  • Spooling Bills
  • Remuneration IDs
  • Posting Dates

Submission & Reconciliation

  • Reconciling the LAA Claim Summary
  • Ticking the Transactions

Printing CRM11 Bills & CRM7 Report

  • Reprinting CRM Batches
  • Spool Bills