When having protected funds - the check box must be ticked before finalising - cannot be edited once finalised
REWORD!!!! (This is taken from Trello)
SCENARIO: type all the receipt fields (description copies down correctly) then you realised made typo in description so amend. Does not copy down again even if tab through all the fields.
That is by design. Once you enter a description in each line item it will not over write it. After all, how does Wise Owl know you want to over write? Perhaps you want some lines to say one thing and some to say something else.
Yea, that makes sense.
Also, if you don't have an amount in the top section the description doesn't copy down (enter out of order)
Correct. Although technically it doesn't copy down when there are no unallocated funds (so you don't fill in extra lines once you've allocated all your money). It just doesn't differentiate between a zero amount and zero unallocated funds.
To create a trust receipt select the trust tab, the red courthouse icon, from the top menu bar.
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From the trust register, select the receipt button.
The Received From field is the name of the person/company whom the funds came from. They do not have to be entered as a client in Wise Owl Legal.
The On Behalf Of is the name of the client whom the funds are for. They must already be set up as a client in Wise Owl Legal.
The Description field copies from the top half of the receipt to the bottom. However it is possible Wise Owl Legal allows you to change or add details to the description fields in the bottom section if necessary to allow for personalised descriptions for different matters.
IMPORTANT DISTINCTION:
There are two dates on the trust receipt page. It is very important to understand the difference in terminology!
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