Trust money received in your general account.
When a client pays trust money into your general account — a credit card payment being the most common cause — there are two ways to correct it in Law…
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Adding a GL Code to Your Chart of Accounts in Law App
How to add a new GL code to the Chart of Accounts — covers the hierarchy, what Locked and Excluded mean, and the fields you need to set correctly.
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How to enter a supplier invoice for a file or business expense
Record a bill from an outside supplier in Law App — either as a file disbursement that gets billed back to the client, or as a general business expense.
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