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.
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How to process a Trust Journal Transfer between files in Law App
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.
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How to Fix a Trust Account Overdraw in Law App — Step by Step
Learn how to correct an overdrawn trust ledger in Law App by moving funds from the general account into trust, restoring the balance immediately.
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How to complete a bank reconciliation in Law App — video guide
Learn how to complete a bank reconciliation in Law App. This video guide covers matching transactions and balancing your account against the statement.
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Trust money received in your general account.
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.
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