Useful Tips about Actionstep Trust Accounting

Jurisdictional Plugins

Because each trust accounting jurisdiction has different rules Actionstep has a preconfigured "plugin" for the jurisdiction you fall under. The plugin modifies the behaviour of the system to ensure compliance with your jurisdiction.

You can learn more about some specific trust jurisdiction plugins and their restrictions on Notes regarding specific Jurisdictional plug-ins

Menus

Most of the Trust Transactions can be completed using the main Trust Menu at the top of the page. Transactions can also be processed individually within a Matter.

Main Trust Menu

Menu within the Matter (shows Client at the top)

Not all menu items are available in all Jurisdictions - so screenshots may differ.