Import Bank Statements (CSV) into Law App
Manually import bank transactions into Law App using either OFX or CSV files. This guide walks you through each step, from selecting the file type to uploading and reviewing imported…
-
-
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…
-
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…
-
How to record a trust payment in Law App — video guide
Learn how to record a trust payment in Law App. This short video guide shows how to make a payment from the trust account on a matter.
-
How to record a trust receipt in Law App — video guide
Learn how to record a trust receipt in Law App. This short video guide shows how to receipt client money received into the trust account.
Need Support?
Can’t find the answer you’re looking for? Don’t worry we’re here to help!