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Create and mail settlement check and log it

Create and mail settlement check and log it

You have settlement checks and IOLTA postings left unlogged when payouts are mailed manually. Ensure checks are sent and logged automatically so records and clients are updated same day.

Create and mail settlement check and log it

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Overview

Manual check runs create bookkeeping gaps and slow client updates. This workflow issues the physical check, writes a matter file note, updates your spreadsheets, and notifies client and settlement staff so finance and leadership have reconciled records the same day.

Create and mail settlement check and log it