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The Reserves tab in the Matters Edit Mode allows you to record funds set aside in a case or claim, based on the assessed liability of the company involved. In order for a player to authorize reserves, a maximum amount for authorization must first be specified on the person's Employment tab. In the Authorities section, select the Reserve checkbox and enter the amount. The player’s authorization can only be with his/her primary position if the standard validation rule for this functionality has been implemented.
Fields
Authorized By – The name of the person authorizing the amount to be held in reserve.
Reserve Date – The date the amount was transferred to reserve.
Description – A freeform comment concerning the reserve.
End Date – The date the amount will no longer be held in reserve.
Reserve Type 1-4 – The classification for the reserve.
Reserve Amount 1-4 – The amount to be held in reserve.
Optional Fields
The following fields can be added to the grid by clicking the Options button and selecting the fields (the fields also may be reordered to appear as needed on the page):
Conversion Rate – The rate used to convert the amount to be held in reserve to the currency type of the company.
Currency Type – The currency in which the amount to be held in reserve is expressed.
Current Reserve – An indication of whether the reserve is currently being held.
Reserve Amount Foreign 1-4 – The amount to be held in reserve expressed in a currency other than the entity’s base currency.
Buttons
New – Click to create a new item in the grid.
Delete – Click to remove the selected item.
Reports – Click to access any tab-specific reports.
Export – Click to export the current grid contents to Microsoft Excel.
Print – Click to create an instant report of the current grid contents.
Options – Click to select the number of records to display in the list of items.