Trust Accounting - Law App Support

How to process a Bulk Trust to General Transfer in Law App – Video & Step-by-Step Guide

Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.
How to set up a Controlled Money Account in Law App

Set up a Controlled Money Account in Law App and configure separate trust receipt numbering to meet law society trust accounting requirements.
How to Reserve Trust Monies on a File in Law App

Reserve part of a file’s trust balance for a set purpose, like your fees, barrister’s fees or stamp duty, so it can’t be paid out until you release the reservation.
Submitting Trust Requisitions and Processing into Payments

Submit a trust requisition from the file in Law App, finalise it, then process it into a trust payment from Accounts > Trust > Requisitions.

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How to process a Bulk Trust to General Transfer in Law App – Video & Step-by-Step Guide