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This article is intended to be a high-level overview of trust accounting (or 'client accounting', as it is referred to in the UK) within Actionstep and contains several links to more detailed articles on each subject.
Overview
Trust Accounting can be configured on an optional basis within Actionstep. If your firm is not involved in any trust-related activities, it is best to leave this module untouched. When enabling this module, you will see that Actionstep offers a vast number of 'plugins' that are tailored for each jurisdiction. If you find that a plugin is not available for the jurisdiction you belong to, please contact support@actionstep.com for assistance.
Configuration
Before you start processing any trust transactions, it is imperative that you ensure your configuration is correct. Records of trust transactions cannot be removed from the system for compliance reasons, so it is advised that you consult with an expert if you are unsure of how to do this yourself. Please refer to the articles below for more information on configuring your trust accounts within Actionstep:
Enabling Trust Accounting-Practice Pro + Accounting
Configuring Trust Bank Accounts
Navigation
Most trust transactions can be processed from the main menu on the Global Navigation Bar, or from within a matter.
Everyday Use
For more information on processing trust transactions, please refer to these articles: