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.
Jurisdictional Plugins
When enabling the trust module, you will see that Actionstep offers various 'plugins' that are tailored for each jurisdiction.
Configuration
https://actionstep.zendesk.com/hc/en-us/articles/360026180273-Trust-Accounting-Basics in Actionstep Help center
https://actionstep.zendesk.com/hc/en-us/articles/360001694907 in Actionstep Help Center
https://actionstep.zendesk.com/hc/en-us/articles/360001820268 in Actionstep Help Center
Hands-on |
|---|
|