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Select Items to Post Against screen - Cal-PM

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The Select Item(s) to Post Against screen contains the same information found in the Client Ledger.

  • The Difference field displays remaining client balance (if any).
  • The Claim Num field displays an associated claim number.
  1. Select a row.
    • To select multiple rows, drag the mouse from row to row, or select a row and hold the Shift key.
  2. Click OK.
    • Results: A dialog displays the balance for the selected items.