ADMIN - Restrict the amount of operating retainers per file
Turn the button off if no restrictions.
To put a limit / restriction on retainers for the firm files, click on the radio button and put a value in the "Maximum amount" field.
When a retainer is received it is entered on the "Operating In" screen.
Once the Operating In transaction is "Saved", a system check is done for the restricted amount and also for the money that is currently in the Operating Retainer of the file.
An error message will be displayed if the amount will be over the restriction:
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