The Accounting displays all Payments, Invoices, Debit or Credit Balance Adjustments, and Unbilled Activity. It may be helpful to think of the accounting tab as the operating account, and trust funds are transferred into this area of the system after work has been completed and billed.
The Trust Accounting tab shows all Trust Retainers, Disbursements, and Transfers. When a disbursement is made from the trust account, it will not affect the company’s balance.
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