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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https://actionstep.zendesk.com/hc/en-us/articles/360001671887-Introduction - to - Trust -Accounting-Client-Accounting-(Client) accounting in Actionstep Help Center |
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When enabling the trust module, you will see that Actionstep offers 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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https://actionstep.zendesk.com/hc/en-us/articles/360026180273-Trust - Accounting -BasicsAdministration 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 |
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Hands-on
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- TO ADD
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Trust Accounting Administration - Linked System Accounts in Actionstep Help Center |
Continue to Opening a Matter Trust Account =>
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