How do I process a trust payment Watch the Trust Payment – How To video 1. Click on “Trust” in the left-hand menu of the Law App....
What details are needed for a compliant trust payment A quick-reference guide outlining the key details required to process a compliant trust payment in accordance with Australian legal trust accounting regulations, including authorisation, matter linkage, and payment metho
Can I Reverse or Correct a Receipt in Law App? Receipts in Law App can be corrected, but the method depends on whether they are draft, finalised, allocated, or reconciled. Learn when you can edit directly and when you must use a corrective journal.
Why does Law App separate receipting and allocation Law App separates receipting from allocation to maintain compliance and flexibility. Learn how receipting records money in the bank, while allocation applies it to invoices.
Can Law App prevent overdrawing of trust funds? Yes — Law App includes safeguards to prevent trust account overdraws, as required under the Legal Profession Regulations. However, it...
General Receipts in Law App – Including Add, Authorise and Allocate to an Invoice Easily manage receipts and invoices in The Law App. Learn how to add receipts, allocate payments, and streamline client communication with simple tools.
Import Bank Statements (OFX) into Law App Manually import bank transactions into Law App using OFX Files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported transactions.
How to Enter and Allocate Supplier Payments in Law App Step-by-step instructions for entering and allocating supplier payments in Law App, including tips for handling large multi-invoice payments.