Controlled Money -vs- Investment Money
Controlled money and investment money are both trust money invested on behalf of the client — the difference is who initiates the direction. Law App handles both identically. This guide…
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Preparing for Migration
The essential first steps before your go-live date. Organise your templates, clean up your files, prepare your financial records, and send us your bank account list.
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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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