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Posting/paying client expense

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Dera Pease Posted: Sat, Sep 9 2006 12:52 AM

I have collected a retainer for a client and have billed for Court filing fees.  I actually wrote the check using our soon to be obsolete accounting program.  How do I post the check I have written and bill the client in one step?

I know how to bill the item, and I see how to write a check using check express.  But how can I do both in one step?

Thanks for any help.

Dera Pease

Legal Secretary

Auburn, IN

BM Plus 7.0


Top 10 Contributor
Posts 1,280

In the Check Express Screen, when you are entering the GL Account details keep moving to the right and enter a Bill Code and a Matter. Once you do this the Expense is created for the Matter. These are 2 separate entries and if you change one it does not affect the other. You have to change both. If you enter $5000 instead of $500, you would need to correct both entries.

As an aside, are you running system side by side? Are you sure that you want to be entering checks in 2 places.


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