E-Training*: Using the Trust Ledger Tab

This How-to covers adding a new Trust Ledger entry.

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.

1. Click ‘Add Deposit’ OR ‘Add Payment’

   1. A new window will appear.

2. Click on the Category drop-down menu, and select a category for the new entry.

3. In the ‘Subject’ field enter a description.

4. Select the appropriate attorney for the entry (from the Billable Party) drop-down menu.

5. Enter the dollar value of the entry in the ‘Amount’ field.

   1. Note: Payment entries are automatically recorded as negative values.

6. 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.

   1. 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.

7. Enter your firm's check # used to make the payment, or the check # of the person paying your firm.

8. Add any additional details in the Notes field.

9. Click ‘Save’.

Related articles

Adding a Ledger Entry, Claims/Process Tab

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