Client/Trust Payments
Guide Overview There are two ways to record a payment; one from the Client/Trust Cash Account and the other from the matter card. In this article, including screenshots, you will see the ...
Client / Trust Payments & Receipts
8 articles
Client/Trust Receipts
Overview There are two ways to record a receipt; one from the Client/Trust Cash Account and the other from the matter card. In this article, including screenshots, you will see the term 'Client...
Client/Trust Matter to Matter Transfers
Overview Client/Trust funds can be moved from one matter to another via the following procedure. Performing a Trust Matter to Matter Transfer 1. Navigate to the matter you wish to tra...
Paying Disbursements from Client/Trust Funds
Overview When a payment has been received into your firm's Client/Trust Account on account of Costs and Disbursements, the Anticipated Disbursement may need to be paid directly to the Supplier b...
Reversing a Client/Trust Receipt
Guide Overview There are two ways to access the Client/Trust Cash Account, the first is via the Accountant Dashboard and the second via the Banking drop-down on the main navigation menu bar. The ...
Reversing a Client/Trust Payment
Guide Overview There are two ways to access the Client/Trust Cash Account, Option 1 is via the Banking drop-down on the main navigation menu and Option 2 is via the Accountant Dashboard. The foll...
Reversing Client/Trust to Office Transfers
Guide Overview This guide will take you through the process of reversing the transfer of funds from your client/trust account to your office account on an individual and batch basis. It will also...
Client/Trust to Office Transfers
Overview This guide covers the process of transferring funds from your Client/Trust account to your office account on an individual and bulk basis. A Client/Trust to Office transfer will perform ...