Overview Protected Funds refers to setting aside Client/Trust monies for a specific intended purpose. Protected Funds can be created: From a Matter When processing a Client/Trust Receipt Pr...
Guide Overview The client interest calculator tool gives the user the ability to calculate interest on any given matter file. Or Calculate interest on multiple matters at once This feature...
Overview This guide outlines the process to pay PEXA disbursements from Trust. 1. Create an Incurred (Payment) disbursement with the firm's Trust Account in the Pay To field and PEXA Fee ...
Overview The Client Interest Calculator allows firms to calculate and post interest on client funds held in Client/Trust for individual matters or across multiple matters at once. This tool he...
Overview This feature allows you to track and maintain a register of Powers and Estates in respect where a law practice or an associate of the practice is acting or entitled to act in relation to...
Overview Controlled Money (CMA) or Investment accounts are managed via a matter. Before Investment or CMA transactions can be posted to a matter, an investment/CMA account must be created. In...
Overview A Client/Trust Payment records money paid from a Client or Trust Account. Payments can be recorded either directly from a Client/Trust Cash Account or from within a Matter, allowing fir...
Overview A Client/Trust Receipt records funds received into a firm's Client or Trust Account. Receipts can be recorded directly against a Client/Trust Cash Account or from within a Matter, a...
Overview This article explains how to pay Purchase and Anticipated Disbursements directly from Client/Trust funds. This process is commonly used when client funds have already been received into...
Overview A Client/Trust Receipt Reversal is used to reverse a receipt that was posted incorrectly to a Client or Trust Account. Receipts can be reversed from: The Client/Trust Cash Account ...
Overview A Client/Trust Payment Reversal is used to reverse a payment that was posted incorrectly to a Client or Trust Account. Payments can be reversed from: The Client/Trust Cash Account Th...
Overview This guide explains how to: Reverse an individual Client/Trust-to-Office transfer Reverse an entire bulk transfer Correct one item from a bulk transfer using Unlink Receipt The ter...
Overview This guide explains how to transfer funds from a Client/Trust account to an Office account, either individually (single matter) or in bulk. A Client/Trust to Office transfer performs b...
Overview This guide explains how to reverse a previously posted Client/Trust Matter-to-Matter transfer. Ensure you have the Client/Trust Ledger reversal permissions before proceeding. Reversals...
Overview The Client/Trust Matter-to-Matter Transfer allows the Accounts Team to move client or trust credit funds from one matter to another within the system. This guide focuses purely on proce...
Overview The Statutory Deposit function allows Australian law firms to manage funds that must be held in a separate Statutory Deposit Account in accordance with regulatory requirements. Unlike t...
Overview The General Retainer functionality enables U.S. firms to receive, manage, and apply funds paid under a General Retainer fee agreement. Unlike client funds held in trust, General Retaine...
Overview ℹ️ Feature availability: This feature is not yet available to all organisations. If you cannot see it, it may not yet have been released to your organisation. Matter Specific Trust A...