Overview
Transaction requisitions in OneLaw give firms a structured way to create, review, authorise, and track trust transaction instructions digitally. Instead of relying on emails, paper forms, or informal internal communication, requisitions provide a clear workflow for receipts, payments, and journals, with supporting documents, audit history, and status tracking built in.
This webinar explains how transaction requisitions work, how they move through their lifecycle, how permissions and practice settings affect them, and how they can support both internal controls and client communication.
Note: This webinar is a conceptual and product demonstration overview. It is designed to help you understand how transaction requisitions work in OneLaw, including setup considerations, lifecycle stages, dashboard management, and reporting statement visibility.
In this video, you'll learn
- how transaction requisitions help firms manage trust instructions digitally
- how requisitions move through draft, ready to authorise, ready to post, and posted states
- how permissions, authorisation settings, and PIN-based approval affect the requisition process
- how to create and manage receipt, payment, and journal requisitions
- how to use the requisitions dashboard to filter, review, sort, and action transactions, including bulk updates
- how requisitions support audit history, retained supporting documents, and month-end follow-up of outstanding transactions
- how requisitions can be included in reporting statements to show intended transactions alongside current balances
Presented by Philippa Brothers, Training Consultant
Recorded on 6 May 2025
Key Takeaways
- Transaction requisitions give firms a controlled, traceable way to manage trust transaction instructions in OneLaw.
- They support a clear lifecycle from draft through to posting, with permissions and authorisation settings helping firms match the process to their own internal controls.
- The requisitions dashboard gives users and trust accountants visibility over transactions in progress, including status, type, urgency, filtering, sorting, and bulk action options.
- Requisitions also strengthen record-keeping by preserving history, supporting documents, and audit context, and they can be included in reporting statements to show anticipated trust transactions to clients.