Missing bank feed transactions
If a transaction is showing in your internet banking but hasn’t appeared in Law App, here’s how to recover it — from a quick resync through to a manual CSV…
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Trust Receipts — Issue Date, Received Date, and Unreconciled Items on the Bank Rec
Explains why trust receipts carry two dates — issue date and received date — and why this creates unreconciled transaction adjustments on the trust bank reconciliation at month end. Applies…
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How to Enter an Office Cost or Disbursement Journal
Record an office cost or a disbursement against a client file using Law App’s central journal entry screen. Same entry screen handles both — the Cost Type you select determines…
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How to set up Cost Types for Office Costs and Disbursements in Law App
Step-by-step walkthrough for setting up a re-usable Cost Type in Law App for either an office cost or a disbursement. Covers the Code, Name, GL Account decision (the field that…
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Office Costs vs Disbursements — Understanding the Difference
Plain-English guide to the difference between an office cost and a disbursement in legal accounting, with examples, a quick reference table, and a decision guide. The first stop before you…
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