When we enter costs from Accounts Payable, we like to include both the name and vendor number in the description. Is it possible for these values to be included automatically?   Read More...


I have entered all of our invoices for the month and need to pay all of our vendors. I want to make sure I’ve got enough funds in my bank account to pay all of the outstanding invoices. Is there a report that can help me?   Read More...


A new employee created a trust account under the wrong bank account number in TAS. Is there an easy way to fix this? We would prefer to not have to void or delete the trust transactions in order to recreate them on a new account under the correct bank account.   Read More...


I am performing our monthly reconciliation in Trust Accounting Software and I noticed that the description for a deposit just says “Secure Client.” Why is this?   Read More...