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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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…
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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…
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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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