How to process a Bulk Trust to General Transfer in Law App
Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.
Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.
Learn how to move trust funds from one file to another using a journal transfer, then finalise the request and print the trust transfer journal.
Learn how to correct an overdrawn trust ledger in Law App by moving funds from the general account into trust, restoring the balance immediately.
When a client pays trust money into your general account, Law App gives you two ways to correct it — via a suspense account or through the file’s disbursements.
Monthly trust reconciliations are mandatory in all Australian jurisdictions and must be completed within 15 working days of month-end. Steps in Law App:
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