We often use client trust funds to directly pay expenses. Currently, we can either disburse the client funds directly from the trust account, but this does not show up on the invoice. So we must make an expense, which shows up on the invoice as an outstanding fee. The only way to fix this, so that the invoice shows both the expense and that it was paid from trust is to do a balance adjustment. As you imagine, this is quite a bulky solution and allowing expenses to be paid directly from the trust account would make life that much easier. Thanks again.
Posted by: Mauri Peyton on Jan 31, 2010 7:10pm
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