How can I change the terminology used in the trust section of my statements? Read More...
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...
