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...
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Trust Accounting - Receipts & Payments
How to handle trust accounting receipts and payments with Law App
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Can Law App prevent overdrawing of trust funds?
Yes — Law App includes safeguards to prevent trust account overdraws, as required under the Legal Profession Regulations. However, it... -
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... -
What details are needed for a compliant trust payment
Ensure: A clear description of the payment purpose The correct BSB and Account Number Allocation to the correct file number... -
How do I record a trust receipt
Below is a video showing this in action
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