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Note that in the UK Trust accounting is referred to as "Client Accounting" within the application. |
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Useful information about Actionstep Trust Accounting
Jurisdictional Plugins
Because each trust accounting jurisdiction has different rules Actionstep has a preconfigured "plugin" for the jurisdiction you fall under. The plugin modifies the behaviour of the system to ensure compliance with your jurisdiction.
You can learn more about some specific trust jurisdiction plugins and their restrictions on Notes regarding specific Jurisdictional plug-ins
Menus
Most of the Trust Transactions can be completed using the main Trust Menu at the top of the page. Transactions can also be processed individually within a Matter.
Main Trust Menu
Menu within the Matter (shows Client at the top)
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Not all menu items are available in all Jurisdictions - so screenshots may differ. |
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See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360055347973 |