This is an article that contains information from our webinar on "Trust Accounting Top Tips".
Various workshops were run around the globe and they can be found here:
- AU/NZ/US - AU/NZ/US Workshop
- UK - UK Workshop
Helpful User Guide Articles:
- Make payments against invoices through trust funds -Paying invoices in one go
- Using list views and filters - List views & Filters
- How to use 'Heads Up" - Heads up
- Trust Client Statements - Bulk trust statement generation
- Reconciliation of Trust accounts - Trust Reconciliations + Trust Adjustments
- Reversing trust entries - Trust Reconciliations and deletion/reversal of entries
- Trust Reporting (NZ Law Society Monthly Reporting Requirements) - Month-end reporting - New Zealand Law Society
- Month-end process - Month-end reporting - Generic
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