Trust Accounts (Client Accounts)

 

 

• Conform to unique industry requirements, i.e. legal profession acts
• Maintains for each matter the trust balance, amounts placed in multiple current accounts and fixed deposit accounts
• Trust Receipts with automatic printing on customised receipt
• Trust Vouchers with fund availability checks, automatic printing on customised voucher
• Trust to general fund transfer for multiple matters at once, payment allocation to specific invoice, fee, disbursement and tax
• Prevent overdraws on client’s trust accounts
• Powerful search, extended to deactivated files held in the history database
• Some of the useful reports:
  • Client ledger allows full visibility of matter details, billings, trust, advances and transaction histories over years
  • Fixed deposit account distribution
  • Client trust balance summary according to bank accounts
  • Negative trust balance listing
  • Monthly Statement of Accounts