Note: You will need system administrator permissions to change the accounting type.
To Enable Trust Accounting follow the steps below:
- Click on the Settings link in the top right corner of the screen
- Click the Edit Settings button
- Click on the System tab
- Put a check next to Use Trust Accounting
- Click Save Changes
You will now be able to find the Trust Accounting section in a client or project (unless you have external accounting enabled). There you can add a trust and funds. You can transfer in and out of one trust to another and add deposits and disbursements.
Note* If you do not see the "Trust Accounting" under your Settings you may have signed up for a Standard plan which does not include Trust Accounting. Please contact Support at 877-245-5484 x2 or email Support@bill4time.com to assist you with switching to a Legal plan.