DESCRIPTION

This article is written with step-by-step Instructions to Post an AUTO FAIL Search Transactions through Creditor Invoice.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

PART A | Download > POST Search Transactions

1. Go to Open Practice Dashboard
2. Click on Refresh
3. Click on Download button 
4. Click on Post button 

NOTE: 1 file is available in Files to be posted:

WARNING⚠️ 

In Open Practice Version 8.6.0 and above, once you hit the Post button 0 file appears

⭕ATTENTION 

1. Once file is Posted, file automatically moves to OP Drive, e.g. C:\OpenPractice\OPDOCS\OPS\Completed 📁 folder

2. If file throws ERROR, file automatically creates ERR file📘 OP Drive, e.g. C:\OpenPractice\OPDOCS\OPS 📁 folder

3. You MUST Post from Creditor Invoice/Credit Notes (LACRINV) program, otherwise there will be NO Creditor Invoice!

PART B | POST Search Transactions

1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Creditor Invoice/Credit Notes (LACRINV) program
3. Creditor Invoice/Credit Note Entry screen appears
4. Click on Templates tab (from Menu Bar)
5. Select Retrieve Template option 
6. Select the AUTO FAIL (screenshot  2 )
7. Update Transaction Lines as required 
8. Click on Green Tick ✅ to Save 

NOTE: Able to update Matter no. or GST amount or Dissection code or Reference or Remove/Add a Line

PART C | Clear/Remove the AUTO FAIL template

1. Click on Templates tab (from Menu Bar)

2. Select Delete Template option

3. Select the AUTO FAIL 

4. Click on Select button

5. Click Yes button

6. Click OK button

Screenshot: 1, 2 and 3

💡OP Support Suggestion

Please share your CSV file with us through opsupport@dyedurham.com to update as you require, then to Encrypt the file for you, in order to Post directly from the Dashboard.

⚡Operational Efficiency

CSV file transactions lines will MATCH with the Posted Creditor Invoice lines 

ZERO discrepancies between CSV file transactions lines and Posted Creditor Invoice lines 

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com