Trust Accounting - Other - Law App Support

How to process a Bulk Trust to General Transfer in Law App – Video & Step-by-Step Guide

Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.
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.
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.
How to complete a Bank Reconciliation in Law App — Video & Step-by-Step Guide

Reconcile your bank statement in Law App, then generate, check and print the monthly trust reconciliation report. Includes a video guide.
How to Reserve Trust Monies on a File in Law App

Reserve part of a file’s trust balance for a set purpose, like your fees, barrister’s fees or stamp duty, so it can’t be paid out until you release the reservation.

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How to process a Bulk Trust to General Transfer in Law App – Video & Step-by-Step Guide