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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How to record a Trust Payment in Law App — Video & Step-by-Step Guide
Record a payment out of trust in Law App, allocate it to the right file, finalise it and print the payment form, from the Accounts menu or the file. Includes…
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How to record a Trust Receipt in Law App — Video & Step-by-Step Guide
Record client money received into trust in Law App, allocate it to the right file and finalise it, from the Accounts menu or the file. Includes a video guide.
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How to Send EOFY Trust Statements in Law App
Send end-of-financial-year trust statements to all your clients in bulk from the Trust Ledger, with each client’s ledger PDF attached.
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