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...
