Q88. What are some of the suggested “Best Practice” reports to generate on a regular basis?

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This Video demonstrates some of the “Best Practice Accounting Guidelines” to keep your business healthy. We recommend that these reports be generated and reviewed on a weekly and monthly and quarterly basis. These are:
1. Law Society Guidelines Reports (FeeBook & Trust Reconciliation)
2. Business Critical Reports (ExpenseBook, Balance Sheet & General Reconciliation statements)

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Settlement Funds

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This Video demonstrates that when you get a settlement funds from your opponents how you can deposit it into trust. This new menu will give you an option to indicate that the fund was transferred to trust and how you would like to distribute it over several matters.

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