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Create deposit for paid trust transactions to trust account

Create deposit for paid trust transactions to trust account

You miss reconcilable trust deposits when paid trust invoices aren’t logged to your accounting ledger. The deposit is created automatically so billing staff close trust balances same day.

Create deposit for paid trust transactions to trust account

Overview

Trust receipts frequently miss the ledger and create client accounting gaps; this flow creates deposit records for paid trust invoices so your trust balances stay audit-ready. Billing staff and the managing partner get reconciliation-ready entries same day, reducing month-end surprises.

Create deposit for paid trust transactions to trust account