Page Comparison

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Draft Disbursements

Archive Matters

External Accounting Errors

Check for any draft invoices that are more than 14 days old

1. 1. From within OWL, go to the $ sign (Accounting and Finance)
   2. Go to Invoice Register
   3. Set the dates to 01/01/2000 to today
   4. Set the status to ‘Draft’ only
   5. Search
      
      

For each draft invoice, check to see if there is an Error or if it just has not been confirmed.

If it hasn't been confirmed, determine if it is needing to be finalised or deleted and action same.

For any errors, see the section on External Accounting Errors

Check for any draft receipts that are more than a week old.

1. 1. From within OWL, go to the $ sign (Accounting and Finance)
   2. Go to the Receipt Register
   3. Set the dates to 01/01/2000 to today
   4. Set the status to ‘Draft’ only
   5. Search
      

 For each draft receipt, check to see if there is an Error or if it just has not been confirmed.

If it hasn't been confirmed, determine if it is needing to be finalised or deleted and action same.

For any errors, see the section on External Accounting Errors

Check for any draft disbursements more than a week old

1. 1. From within OWL, go to the $ sign (Accounting and Finance)
   2. Go to the disbursement register
   3. Set the dates to 01/01/2000 to today
   4. Set the status to ‘Draft’ only
   5. Search

For each draft disbursement, check to see if there is an Error or if it just has not been confirmed.

If it hasn't been confirmed, determine if it is needing to be finalised or deleted and action same.

For any errors, see the section on External Accounting Errors

1. From within OWL, go to the Matters page (yellow folder icon)
2. Click on the advanced search bar and set the status to closed only.
3. Search
4. If these closed matters have been finalised and all transactions finalised, you can attempt to confirm it
   
   If the closed matter has outstanding invoices, unbilled fees or an existing trust balance, it won't allow you to archive it.
   
   

From within OWL, go to the $ sign (Accounting and Finance)

Click on ‘Previous Activity’ under the external accounting heading