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Q&A: Trust Accounting


We need a list of all payments to our firm from trust accounts in the last year. Which report should I run for this?   Read More...


When adding a payee, we misspelled the name. How can we change the payee’s name?   Read More...


A new employee selected the wrong bank account for a new trust account. Is there an easy way to fix this, now that trust transactions have been entered?   Read More...


One of our attorneys left the firm and we need to determine which trust accounts they were responsible for so we can reassign them. Is there a report that will show this?   Read More...


We recently installed Trust Accounting. We started printing checks, but noticed that they are printing in the order that we are entering them. Is it possible print them in order based on trust account?   Read More...


We use separate Trust bank accounts for the same physical bank account in order to separately track trust payments. Is there any way to link these bank accounts to make reconciliation easier?   Read More...


We run the Positive Pay export process in Trust on a daily basis. Is there a way to automate this utility?   Read More...


We just ordered new Trust checks. Before we start printing checks, is there a way to make sure that everything will line up properly?   Read More...


Our bank and credit card accounts are very active, and it takes longer than we’d like to complete our monthly reconciliation. Is there a way that we can streamline this process to make it any quicker?   Read More...


I want to import transactions from a different program into Trust. Is this possible?   Read More...


I need to transfer money from one trust account to another trust account. How do I record the process in the software?   Read More...


We had to hand write a check from a client's Trust account. How do we record that check in Trust Accounting?   Read More...


We are changing where we bank for our trust accounts. I have already added the new bank to the Trust Accounting Software and set up each of the clients with new Trust Accounts for the new bank. How can I transfer their balances over to the new bank?   Read More...