Protected Funds
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. TABLE OF ...
Client/Trust Accounts
13 articles
Client Account Interest Calculator
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...
Paying PEXA Disbursements from Trust
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 ...
Register of Powers and Estates
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...
Controlled Money / Investment Accounts
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...
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 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 'Cl...
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 Suppli...
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 ...