Viewing APX Transactions

APX payments are prefixed with (APX). When a transaction does not have a description associated with it the Transaction Type is prefixed with (APX).

Payments are handled in the same manner for both APX payments:

- Credit Card Payments (APX)

- ACH Payments (APX)

The Billing View Files Details

To access the Receipt Payment dialog:

1. Select Receipt Payment form the Billing Navigator screen:

Or, open a file and go to the Taskbar, click on the Transactions icon and select Receive Payment from the pull-down list.

2. The Receive Payment dialog displays:

To view the Trust Receipt dialog box:

1. Open the File Details window and select File Facts > All Transactions or Trust from the left sidebar navigation bar.

* A description is always displayed *

2. Click on the Transactions icon in the Taskbar and select Trust > Trust Receipt from the pull-down list.

3. The Trust Receipt dialog displays:

To print receipts for bank accounts:

1. Select Office > Firm Settings from the left navigation pane to display the Firm Settings window.

2. Scroll down to the Billing section and select Bank Accounts to display the Billing - Bank Accounts dialog.

3. Select the Print client receipts for bank accounts checkbox

To generate an APX - Credit Card and ACH Report:

1. Select Office > Firm Settings from the left navigation pane to display the Firm Settings window.

2. Scroll down to the Billing section and select Abacus Payment Exchange (APX) to display the Billing - Abacus Payment Exchange (APX) dialog.

3. Click APX Transaction Report to display the APX - Credit Card and ACH Report dialog.

3. Complete the following fields by entering information or selecting from the pull-down menus:

- From and To dates

4. Click OK to generate the report.

* APX transaction descriptions will be prefixed with (APX) in Cash Receipts, Trust Bank Journal and APX - Credit Card and ACH Reports.*