This How-to covers adding a new Trust Ledger entry.
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For an instructional video of this material, click the link below:
Video Link: Using the Trust Ledger Tab
Instructions
Note: : Before adding a deposit or payment entry, you must of course add the Account itself by clicking the 'Add +' button on the left side of the Trust Ledger tab. While Subject is a required field, you can almost always use something like “Trust,” “Settlement Received,” “Retainer Received,” etc.
Click ‘Add Deposit’ OR ‘Add Payment’
A new window will appear.
Click on the Category drop-down menu, and select a category for the new entry.
In the ‘Subject’ field enter a description.
Select the appropriate attorney for the entry (from the Billable Party) drop-down menu.
Enter the dollar value of the entry in the ‘Amount’ field.
Note: Payment entries are automatically recorded as negative values.
For a payment entry, attach the payee from your Contacts by clicking on the paperclip button to the right of the ‘Pay to Order’ field.
Note: If the payee isn’t already in your contacts, you can add them by clicking the ‘New’ button at the top of the Contacts search window.
Enter your firm's check # used to make the payment, or the check # of the person paying your firm.
Add any additional details in the Notes field.
Click ‘Save’.
Related articles
Adding a Ledger Entry, Claims/Process Tab