Trust Ledger

 

Trust accounting is a necessary component of running a successful law firm. Before you start adding the trust account, please make sure you have enough rights to access the billing section in Case.one.

 

How to add a Trust Account in Case.one?

  1. From the Main Menu, click on Billing.
  2. In the Billing section, click on Accounts in the left menu.
  3. Click on the plus button on the right hand side of the screen to add a new account.
  4. In the new window, you can add a new account and select the type as Trust.

 

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How to Transfer Funds between accounts in Case.one ? 

Sometimes is is necessary to transfer funds between Trust accounts for bookkeeping purposes. In order to transfer funds between accounts, you need to follow these steps.

  1. Open a Trust Account in your Case.one account.
  2. In the trust account window, make sure you select the Transaction tab.
  3. In the transaction tab, click on the plus bottom on the right side of the screen and choose Transfer Funds.
  4. In the new window, you can select the source and destination accounts as well as source and destination cases if required.

 

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