Introduction
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 untouched.
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https://actionstep.zendesk.com/hc/en-us/articles/360001671887-Introduction-to-Trust-Accounting-Client-Accounting- in Actionstep Help Center |
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Introduction
Actionstep's Trust Features 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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Introduction to Trust (Client) accounting in Actionstep Help Center |
Jurisdictional Plugins
When enabling 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 Trust Jurisdictions in Actionstep Help Center |
Configuration
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Trust Accounting Administration in Actionstep Help |
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https://actionstep.zendesk.com/hc/en-us/articles/360001820268 Trust Accounting Administration - Linked System Accounts in Actionstep Help Center |
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Hands-on
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- TO ADD
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Continue to Opening a Matter Trust
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