Field
Description
Reference
If you opened the posting screen
via Accounts Enquiry with a matter displayed, Ref: is pre-populated.
If not, click 
to use client or matter searches,
the 
for the
client's other matters, if any, or 
for recent
and favourite matters.
Posting Template
To create a posting based on a template, select the template. See Using templates for postings.
Date
Defaults to today. You can change this if the posting needs another date.
Posting Period
Displays the posting period to which the date shown in Date belongs.
Type (B/C)
Defaults to Bill. Enter a C if a credit note is required.
Description
Enter as required.
Bill (Credit note) Number
Enter as required. If you are using automatic bill numbering the next available bill number is entered for you.
Non VAT Disbs
Enter the value of Non VATable Disbursements to be included.
VAT Disbs
Enter the net value of VATable disbursements to be included.
Profit Costs
Enter as applicable. Rate: This defaults to Standard Rate 1. You can change this if required by selecting from the drop down list.
VAT Amount
This is automatically calculated from the profit costs figure and VATable disbursements. You can change this amount if necessary.
Total Bill
This is calculated automatically and cannot be changed other than by changing one of the other fields.