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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.

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