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IA

IOLTA Account Interest Transactions

Monthly, this bot records interest on lawyers trust.

Industry:

Legal

Finance/Accounting

Function:

Case Management

Law Firm Management

Steps

  1. Login to online banking portal.
  2. Download must current bank statement.
  3. Login to Accounting/ERP system. Add journal entries for any interest in and out of the trust account.
  4. Update exceptions and results log.

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