Recording a Trust Receipt from the Trust Menu
Below is a video showing this in action
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Recording a Trust Receipt from Within a File
Trust receipts allow you to record money received into your firm’s trust account on behalf of a client. Steps:
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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. 2. Click on “Withdrawals” in the “Trust” submenu. 3. Click…
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How do trust transfers between matters work (trust journals)
Transfers within trust (e.g., from one file to another) are done using Trust Journal Entries: Go to the source file’s Trust tab. Select Trust Journal. Choose the transfer type, enter…
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Why can’t I edit a finalised trust transaction in LawApp?
Trust transactions are locked once finalised to ensure audit integrity and legal compliance. If a correction is needed, this guide explains when you can cancel versus when a reversal is…
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