Why can’t I allocate funds to my invoice?
Law App allows partial allocation when a client pays less than what’s outstanding. If the payment exceeds the outstanding balance, the excess is trust money and must be handled separately.
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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.
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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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