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Digital Worker

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Credit Card Fee Trust Account Adjustment

This Digital Worker (DW) locates and transfers back to the IOLTA account credit card processing fees.

Industry:

Legal

Banking

Function:

Accounting

Reconciliation

Auditing

Case Management

Law Firm Management

Steps

  1. Login to Merchant Services account.
  2. Navigate to deposits and get the Credit Card Processing fee.
  3. Login to online banking.
  4. Transfer Credit Card Processing into trust account.
  5. Make journal entry in Accounting/ERP system to trust account.
  6. Update exceptions and results log.

Benefits

No items found.

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