15 articles
Overview Protected Funds refers to protecting Client / Trust monies for an intended purpose. Protected Funds can be created from the Matter or when processing a Client/Trust Receipt. Crea...
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...
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 ...
Overview A Client/Trust Payment Reversal is used to reverse a payment that has been posted incorrectly to a Client or Trust Account. Payments can be reversed either from the Client/Trust Cash Ac...
Overview This guide explains how to reverse transfers from a Client/Trust account to an Office account, both individually and in bulk. The term Client/Trust is used throughout to accommodate va...
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...