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Program Overview
General Features
Time Billing
Disbursements Billing
Accounts Receivable
Accounts Payable
Trust Accounting
General Ledger
Cheque Processing
Management Reporting
Paperless Audit Trail

Trust Accounting

  • Concise and detailed reports which display all transactions posted between specified dates
  • Trust details by bank and by client reports
  • Posting of trust transactions to multiple open batches and to the following month prior to closing of the present month
  • Alert if a cheque previously deposited has not had sufficient time to clear
  • Provides your clients with monthly updates on their trust accounts including beginning balances, transactions and ending balances
  • Sophisticated system to track funds held in trust to accommodate today's tighter audit requirements
  • Expansion of account options
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IdeaLaw enables you to run any number of practices or management companies on a single software licence.