Trust Account Basics

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 required — and how to do it properly without compromising your trust records.

A quick-reference guide outlining the key details required to process a compliant trust payment in accordance with Australian legal trust accounting regulations, including authorisation, matter linkage, and payment metho

Go to Trust > Receipts or Trust > Withdrawals View the full list or search/filter by date, file, or contact

Yes — Law App includes safeguards to prevent trust account overdraws, as required under the Legal Profession Regulations. However, it...

You cannot create a separate receipt for just one file when performing a bulk trust-to-general transfer. Bulk transfers produce one combined receipt for the entire transaction, not individual matter receipts. For client-specific records, generate a Trust Ledger or Trust Account Statement for the matter — these reports show the relevant portion of the transfer and meet QLS-approved compliance requirements.