How To Use Trust Accounting
We have broken these down into different heading to help make it clearer what you need to do.
This is to cover the day to day use of Actionstep Trust Accounting.
Understanding your Trust Accounting
Opening a Client Trust Account
Processing Day to Day Transactions
Withdrawing / Paying out Client Trust Funds
Paying your Bills from Client Trust Funds
Transferring Client Trust Funds
Using Imports to process trust transactions
Occasional Transactions
Receiving Interest on Trust Investment Accounts
Electronic Funds Transfer Requisition Process - Australia Uniform and Queensland Rules only