Introduction
Actionstep's Trust Accounting can be configured on an optional basis within Actionstep. If your firm is not involved in any trust-related activities, it is best to leave this module untouchedFeatures are available on every version of our product, ensuring all our users have the tools to stay compliant. The process of setting up Trust Accounting in Actionstep is fairly simple.
The purpose of the trust features is to record trust transactions (receipts, payments) and then run Trust Reconciliations to ensure your records match what is actually occurring in your trust bank accounts. This information will pull into various trust reporting.
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https://actionstep.zendesk.com/hc/en-us/articles/360001671887-Introduction-to-Trust-Accounting-Client-Accounting- in Actionstep Help Center |
Jurisdictional Plugins
When enabling this the trust module, you will see that Actionstep offers a vast number of various 'plugins' that are tailored for each jurisdiction.
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https://actionstep.zendesk.com/hc/en-us/articles/360055347873-Notes-regarding-specific-Jurisdictional-plug-ins in Actionstep Help Center |
Configuration
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https://actionstep.zendesk.com/hc/en-us/articles/360026180273-Trust-Accounting-Basics in Actionstep Help center |
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https://actionstep.zendesk.com/hc/en-us/articles/360001694907 in Actionstep Help Center |
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https://actionstep.zendesk.com/hc/en-us/articles/360001820268 in Actionstep Help Center |
Hands-on |
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