This article shows how to review statement balances and troubleshoot anomalies within GhostPractice
Accurate statement and balance management is crucial for legal professionals using the GhostPractice platform.
Occasionally, users may notice discrepancies in statement balances during day-end processing.
This guide offers practical troubleshooting steps to resolve statement and balance issues, helping streamline your legal workflows and maintain financial accuracy.
Identifying Incorrect Statement Balances
During daily reconciliation, review all generated statements for anomalies in balances or totals. Typical symptoms include totals not matching transactions, or unexplained discrepancies specific to certain matters. Early detection allows for prompt intervention before inaccuracies affect financial reporting or client communications.
Accessing the GhostPractice Server
- Log into your GhostPractice server with the necessary administrative credentials.
- Navigate to the affected matters listed in the statement discrepancies.
- Select each matter to review and edit statement details as needed.
Editing and Saving Matter Details
- Correct errors or update missing financial information within the matter record.
- Save each change and confirm updates apply successfully.
- Repeat the process for all affected matters and monitor for balance accuracy.
Escalation of Persistent or Widespread Issues
If balance casting errors persist after making corrections, document your steps. Escalate the support request or merge with any open tickets about the same issue, ensuring the Support Team investigates further.
Quick escalation helps resolve systemic software concerns, ensuring reliability for your legal operations.
Ensure Ongoing Accuracy
Meticulous handling of statement and balance discrepancies preserves the integrity of your practice’s financial management. By following these troubleshooting steps and escalating unresolved errors, you promote reliability and efficiency for your legal team. For continued issues, consult our support for proactive assistance with GhostPractice day-end processes.