How do I record a trust receipt
Below is a video showing this in action
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Trust Account Basics
Trust Accounting - Receipts & Payments
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How do trust receipts work in Law App
Trust receipts allow you to record money received into your firm’s trust account on behalf of a client. Steps: -
Can I split a trust receipt between multiple files
Yes. On the entry screen, add a line for each file number. You can split a single payment across different... -
Whats the difference between Date Received and Date Issued
Date Received = when the money arrived in your account (important for compliance). Date Issued = when you’re creating the... -
How do I process a trust payment
Watch the Trust Payment – How To video 1. Click on “Trust” in the left-hand menu of the Law App.... -
How do trust transfers between matters work
Transfers within trust (e.g., from one file to another) are done using Trust Journal Entries: Go to the source file’s... -
Can I reverse or cancel a trust transaction
Only unfinalised receipts/payments can be edited. If finalised, the entry must be reversed and re-entered. Reversed items remain in the... -
Can I create a trust payment to multiple files
Yes you can add multiple lines designated to different files to a trust payment. Simply add new lines for each...
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