> ## Documentation Index
> Fetch the complete documentation index at: https://www.presolve.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Tutorial: record a resolution and its first receipt

> Prepare draft terms, complete the accounting handoff, and allocate a fictional receipt.

This exercise follows a resolution from draft terms to an inbound receipt. It demonstrates recordkeeping; no bank transfer or QuickBooks posting is required.

Use a demo matter and a fictional payor. You need permission to create resolutions and checks. An accounting user must complete routing and activation. Use only an approved demo deposit account.

The simplified example uses a \$1,000 settlement, a previously recorded \$125 case expense, and \$875 client recovery. It assumes no attorney fee to make the allocation easy to follow. Use your firm's approved terms for real cases.

Use these additional fictional training values: agreement date **November 2, 2026**, check reference **TRAINING-RECEIPT-01**, received date **November 5, 2026**, and deposit date **November 6, 2026**. Assume this demo receipt was deposited; real records must use their actual evidence. Ask your trainer to confirm the demo account and zero-fee terms before proceeding.

Paralegals can complete step 1. The assigned reviewer and accounting staff complete step 2. Only staff authorized to record receipts and allocations should continue with steps 3–4.

## 1. Prepare the resolution

1. Open the demo matter's **Accounting → Resolutions** and select **Add Resolution**.
2. Choose **Settlement**, enter **1000.00**, and use the fictional agreement's date and payor.
3. Review fee and referral fields; confirm they match the training terms.
4. Save as a **Draft** and reopen it to check the amount and status. If your Accounting role shows **Initial status**, select **Draft** for this handoff exercise.

![Add Resolution dialog showing settlement terms and the message that Accounting will select the deposit account and activate the draft.](https://mintcdn.com/grand-charter/oqomiHnMlB4mkbtC/images/help/resolution-legal-draft.png?fit=max\&auto=format\&n=oqomiHnMlB4mkbtC\&q=85\&s=d8f75d5e8bcf5ced85275fd0c86feddf)

The Add Resolution form separates the agreement type, amount, date, payor, and fee terms. This layout example uses different amounts; enter the \$1,000 training terms above.

**Checkpoint:** there is one draft arrangement. Creating it has not logged a receipt.

## 2. Review and activate

If a resolution-review automation is enabled, its designated reviewer opens the pending item in **Approvals**, checks the terms, and records the outcome.

Accounting verifies the terms, selects **Activate Resolution**, chooses the approved **Deposit account**, and confirms **Activate resolution**. Use **Edit** first if the terms need correction. Review and activation are separate actions.

**Checkpoint:** the resolution shows the intended routing and Active status. No money has moved merely because it is Active.

## 3. Log the incoming receipt

1. Open the matter's **Accounting → Checks** and select **Add Check**, or use **Log Inbound Check** in the matter header.
2. Confirm the case/client and demo payor; enter **1000.00** and the fictional check reference.
3. Link the resolution from this exercise.
4. Select **Deposited**, enter **November 6, 2026** as **Deposit Date**, and select the approved demo bank account. Under **More options**, set **Date Received** to **November 5, 2026**. Leave the client email option off for this exercise. Select **Allocate later** to practice allocation in the next step.
5. Save and reopen the check.

**Checkpoint:** one inbound receipt is linked to the correct resolution. Record its Check ID so you can locate it again.

## 4. Allocate and verify

1. Open the saved check and select **Allocate Funds**. If it is already fully allocated, inspect those allocations instead of entering them again.
2. Assign **125.00** to the existing case expense and **875.00** to client recovery.
3. Confirm **Check Amount** and **Total Allocated** both equal **1000.00**, with **Remaining** equal to zero.
4. Save and inspect each resulting disbursement.

![Allocate Check Funds showing a 1000-dollar receipt, 1000 dollars allocated, zero remaining, and the 125-dollar expense and 875-dollar client recovery.](https://mintcdn.com/grand-charter/zQHBSF8DN2vYm8-f/images/help/check-allocation.jpg?fit=max\&auto=format\&n=zQHBSF8DN2vYm8-f\&q=85\&s=11eb0881d2db90db3e009f51925418b1)

Check Amount and Total Allocated are both $1,000; Remaining is $0. The two destinations are the existing $125 expense and $875 client recovery.

**Expected result:** the receipt is fully allocated. The recipients' actual payment progress is recorded separately on their disbursements.

## Next step

Follow [Update a recorded disbursement](https://www.presolve.com/docs/help/accounting/disbursements.md), then find this receipt in [Resolution Payment History](https://www.presolve.com/docs/help/reporting/resolution-payment-history.md). Use its payment and resolution IDs to compare the report with the source records.


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