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 2 hours

About this course

Accessing Osprey & Reviewing A File

  • Logging into Osprey Approach
  • The Home Page


  • The Global Search
  • Loading a Client & Matter
  • Client & Dossier Searches
  • Conflict of Interest Searches

Clients & Matters

  • Adding & Editing Clients
  • Making Prospects Live
  • Adding and Editing Matters
  • Archiving Clients & Matters
  • Performing Credit & Money Laundering Checks

The Client Ledger

  • Viewing the Client Ledger
  • Printing the Client Ledger
  • Raising Requisitions

Client Bank Receipt

  • What is a Client Bank Receipt?
  • Posting a Client Bank Receipt

Client Bank Payment

  • What is a Client Bank Payment?
  • Posting a Client Bank Payment

Office Bank Payment

  • What is an Office Bank Payment?
  • Posting an Office Bank Payment

Office Bank Receipt

  • What is an Office Bank Receipt?
  • Posting an Office Bank Receipt


  • Bill Posting Type
  • Posting Your Bill
  • Allocating Disbursements
  • Time Allocation
  • Apportioned Costs
  • Printing Bills

Petty Cash Payments

  • Why Post a Petty Cash Payment?
  • Posting a Petty Cash Payment

Unpaid Disbursements

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

Z Notes

  • Why Post a Note?
  • Posting your Note

Nominal Petty Cash Payment

  • Why Post a Nominal Ledger Cash Payment or Receipt?
  • Posting Your Petty Cash Payment & Receipt

Reconciling Bank Accounts

  • Why Reconcile Banks?
  • Manual Reconciliation
  • Printing the Banks
  • Sorting & Filtering the Reconciliation Screen

Purchase Ledger

  • What are Purchase Ledgers?
  • Creating a Purchase Ledger
  • Posting a Supplier Invoice
  • Paying the Supplier
  • Allocating