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Trust Account Deposit Audit

This bot checks to make sure that Client Name and Matter is written on the memo line of every check.

Function:

Case Management

Law Firm Management

Steps

  1. Check to make sure there are no split deposits.
  2. Check to make sure the Client Name and Matter is on every memo line.
  3. Check to make sure that no deposits are from the firm (unless they are credit card processing fees).
  4. Log any undefined deposits and email distribution list.
  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
Bill.com

Crunch Accounting

Crunch Accounting
Crunch Accounting

FinancePal

FinancePal
FinancePal

FreshBooks

FreshBooks
FreshBooks

Infor

Infor
Infor

Microsoft Dynamics GP

Microsoft Dynamics GP
Microsoft Dynamics GP

NetSuite

NetSuite
NetSuite

ProfitBooks

ProfitBooks
ProfitBooks

QuickBooks

QuickBooks
QuickBooks

Sage Intacct

Sage Intacct
Sage Intacct

SAP

SAP
SAP

Xero

Xero
Xero

ZarMoney

ZarMoney
ZarMoney

Zoho Books

Zoho Books
Zoho Books

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