Additional balances in client account transactions form

Overview

An enhancement to the evergreen client transactions form introduces three new balances, improving visibility into client account status and enhancing financial management capabilities.

Key features

• Amount in journals: Displays the total amount in client account journals that have not yet been posted.
• Undertakings: Shows the total amount of undertakings that have not been actioned. Note: This balance is only displayed when the feature “(evergreen) Matter undertakings” is enabled.
• Available balance: Represents the remaining balance after subtracting “Amount in journals” and “Undertakings” from the closing balance.

This update ensures users can better understand and manage their client account balances with enhanced clarity and control.