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Client Trust Ledger Creation

Daily, this bot creates a separate ledger for each client with funds held in trust.

Industry:

Legal

Finance/Accounting

Function:

Case Management

Law Firm Management

Steps

  1. Login to Accounting/ERP system.
  2. Get all un-allocated transactions in trust account.
  3. Based on predefined rules, allocate the transactions to each Client Ledger.
  4. Create new Client Ledger where applicable.
  5. Update exceptions and results log.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
Clio
Clio
Pacer
Pacer
mycase
mycase
Smokeball
Smokeball
Practice Panther
Practice Panther
CaseAware
CaseAware

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