Payment Requests

Payment requests are formal requests to transfer money — for example, requesting that funds be released from the client account to pay a disbursement or to transfer a balance to the client on completion.

To raise a payment request:

1. Go to Accounts → Payment Requests and click New Payment Request.

2. Fill in:

   • Account to debit

   • Payee

   • Amount

   • Matter

   • Reason/description

3. Submit for approval.

Payment requests require approval before processing to maintain the required two-person authorisation control.