Processing Receipts

KaiReceipts is all about either printing, emailing or saving receipts to your system. You can choose what to do with each receipt at the time of processing each receipt.

Printing

If the Print option is selected, the receipt is printed to either the default printer or a specific printer as set within your KaiReceipts settings. You can also specify the number of copies to print via the settings page.

Emailing

KaiReceipts allows you to email receipts as PDF. The default recipient, email and signature details are configured within the KaiReceipts settings.

The default email address to which the receipt will be sent could be the payor (if an email is identifiable), the operator, matter author(s), an arbitrary email address or can be left blank in order for the user to select at the time of generating the receipt.

The address to which the receipt will be emailed is displayed in the KaiReceipts window. You can easily change the email address prior to processing the receipt by either:

a)Batch mode: click the button within the Email Addresses field for the relevant receipt or;

b)Single mode: click the button next to the Email field. Note that this option is only available when emailing is enabled.

The Payor, Operator and relevant Author(s) email addresses are displayed in the resulting screen. If an email address cannot be identified, Not defined is displayed. All emails marked as "Default" in the relevant Affinity phonebook records are returned.

Click on one or more of the hyperlinks to add the addresses to the list of recipients.

To email an employee in the phonebook, select the employee from the list and click Add. Only active employees with an email address will be displayed.

To add an arbitrary email address, enter the details in the Other field and click Add.

To remove an address from the list, click the button next to the address in the Email to field.

Click the OK button to save the email address details.

Sending Emails

When emailing receipts, the email will be handled as per the On Create Single / Multi settings within the KaiReceipts settings dialogue. You can choose to display the email(s), store them in the Drafts folder or send the email automatically.

Saving

KaiReceipts allows you to save the receipt as PDF into the Affinity Document Management System or directly into a folder on your system. These settings are configured within the KaiReceipts settings page.

Saving to Affinity

When saving to Affinity you can choose to save it to a general accounts matter and/or the matters to which the receipt relates (if any). If the accounts matter is selected you have the option to determine separate matters for Office and Trust. These can be the same or different as required.

The matters to which the receipt will be saved is displayed in the KaiReceipts window. You can easily change the matter(s) prior to processing the receipt by either:

a)Batch mode: click the button within the Matters field for the relevant receipt or;

b)Single mode: click the button next to the Matters field. Note that this option is only available when saving to Affinity is enabled.

Enter the matters as required.

Click the Default button to return the matters to the default state based on your current settings.

Click the Clear button to remove all matters from the list.

To remove an individual matter from the list, click the button next to the relevant matter.

If no matters can be identified based on your system settings, the Save option will not be available and/or will have no effect.

Saving to a Folder

If you do not use Affinity's document management functionality, you may choose to save receipts directly to a folder. These can be stored there or subsequently saved into your own DMS manually. The folder and file name options are configured within the Settings page.