Managing partners ensure trust deposits post to ledger
Managing partners ensure trust deposits post to ledger
Managing partners miss trust payments that don't reach the ledger, creating reconciliation gaps. Create deposits when payments post, ensuring accurate trust-account records so finance reconciles faster.
Overview
Managing partners face reconciliation gaps and audit exposure when trust receipts don't post to the ledger. This workflow turns payment events into deposit entries, eliminating missed deposits, preserving a clear audit trail, and enabling faster reconciliation.
Notable Features
- Create deposit entries from payments
- Match payments to trust accounts
- Notify finance on new deposits