Trust Accounting 14

• How to Add a Trust Deposit Transaction
• How to Add a Trust Payment Transaction
• How to Edit/Delete a Trust Transaction
• How to Void a Trust Transaction
• Internal Transfer of Trust Funds Between Matters for the Same Client

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Business Accounting 34

• Legal Accounting - Getting Started
• How to Set a Default Chart of Account for Payees
• How to Record My Business Expenses
• How to Add an Operating Bank Transaction
• How to Add an Operating Retainer

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Accounts Payable/Accounts Receivable 5

• How to Record a Vendor Bill
• How to Record Client Cost Related Bills
• How to Allocate Vendor Cost to Multiple Matters
• How to Enter Recurring Bills
• How to Pay a Vendor Bill

Matter Cost Accounting 9

• Hard Costs vs. Soft Costs
• How to View Matter Transactions
• The Difference Between Advanced Client Costs and Reimbursable Client Costs
• How to Post Credit Card Expenses to a Matter
• How To Post an In-house Expenses to a Matter

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Class Based Accounting 2

• Creating a Class for Class-based Accounting
• Associating a Class to a Transaction for Class Based Accounting