Page Comparison

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Time Entries - time entries for timesheets
Disbursements/Expenses - disbursements/expenses for timesheets
Quick-codes - add quick-codes and designate where they can be used in the system
Accounts Receivable - Imports your outstanding debtor balances split for each Fee credit lawyer by fees and Disbursements

Dropdown Field Options - the options for a dropdown field in a custom data collection

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title	Trust Accounts Import Reference

Trust Accounts Import Reference

The Trust Accounts import is used to add trust accounts to matter.

Fields	Valid data format	Valid data example(s)
Matter	Import reference	4485b
	Matter ID	31
	Matter Name	John Smith Litigation
Account	Account ID	273
	Account Name	1-1210
Opening balance date	Microsoft Excel formatted date	Any date formatted in Excel
	European (dd/mm/yyyy hh:mm:ss)	14/09/2017 10:26:22
	American (mm/dd/yyyy hh:mm:ss)	09/14/2017 10:26:22
	European long (dd mmm yyyy hh:mm:ss)	14 Sep 2017 10:26:22
	Month Day Year (mmm dd yyyy hh:mm:ss)	Sep 14 2017 10:26:22
Status	Status	Open, Closed
Notes	Plain text	This is a trust account note