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.
Disb Type
Select the Disbursement type from the drop down list (predefined list, see Utilities Manual).
Description
This will be brought through automatically, add additional text if required.
Reference
Enter as applicable.
Bank
Defaults to the designated office bank.
Billing Code
For future use with the LSC Family Fixed Fees regime; leave as ‘Default’. If your firm does not do LSC work, billing codes can be set up in Utilities to be used as an additional set of activity codes, for example Uniform Task Based Management System (UTBMS) codes. For further details, please contact your Account Manager.
Debit/Credit
This defaults to Debit, enter a C if a credit is required.
Amount
Enter the amount including any VAT.
VAT Y/N
This defaults to N, Enter a Y if appropriate and the Rate and VAT Value will be displayed. This defaults to Standard Rate 1. If a different rate is applicable choose from the drop down list.