Use the trust ledger

Record money held for clients with approvals and reconciliation.

1. 1Open Trust ledger to see balances for each client and matter.
2. 2Record receipts and payments. Larger movements need a second approver.
3. 3Reconcile against the bank statement and keep the record for audit.
4. 4Entries cannot be edited or deleted. A mistake is corrected with a new entry.

The ledger supports your trust accounting duties. It does not replace them.

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