Adding feature for Trust Accounting

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Dave Kopilak

• November 18, 2014 18:03

Currently, in Trust Accounting feature, you cannot automatically deduct from any invoices you create for the client.  It would be very very useful for this feature to be available, especially since we're a law firm with lots of Trust Accounting transactions taking place.  Perhaps a "check off" option in each client's module or a setting available across the board.

Because this feature is not available in Bill4Time, we are thinking of switching to another billing software.  This is very important to us.

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  Kristin O'Neill

  • November 18, 2014 20:47

  Yes, at the moment, the trust payments are not automated but there are different ways to pull funds from Trust like the Batch Trust payment feature: https://bill4time.zendesk.com/entries/59091440-Can-I-make-Trust-payments-right-from-the-Invoice-batch-

  Individual payments can be made as well: https://bill4time.zendesk.com/entries/297517-What-do-I-do-when-I-want-to-pay-outstanding-invoices-from-the-Trust-to-my-operating-account-

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