Why can’t I edit a finalised trust transaction in LawApp?

Contents

    Finalising a trust transaction in LawApp locks the entry to ensure audit integrity and maintain compliance with legal trust accounting requirements. Once finalised, trust records are designed to be tamper-proof and traceable.

    What if I made a mistake on a trust trust transaction?

    • If funds have not yet left the office
      For example, if you’ve drawn an EFT but not yet processed it, and realise there’s an error — you may be able to press Cancel (available in some Australian states).
    • If funds have already left the bank or office
      In cases where a cheque has been issued or an EFT has been processed, you cannot cancel the transaction. Instead, you must reverse it:
      • Create a reversing (negative) transaction on the date you became aware of the issue.
      • Do not backdate the reversal. LawApp records the processing date automatically to preserve audit accuracy.

    This approach ensures your trust account remains compliant while allowing you to address errors in a traceable, transparent way.

    Updated on 20 October 2025

    Leave a Reply

    Your email address will not be published. Required fields are marked *