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  2. Trust Accounting

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Trust Accounting

Trust accounting has a variety of applications and uses in mattero. You can create Trust payments, record Trust Deposit listings, create Trust Journals, and more.

Overview

  • Trust Accounting Overview

Set Up

  • Create a Trust Account and Configure Trust Account Settings
  • Create an Opening Balance for a Trust Account

Usage

  • Create a Trust Receipt and View Trust Records
  • Create a Trust Record Deposit Listing and View the mattero Cash Book
  • Create a Trust Payment
  • Create a Trust Record Invoice Payment (Trust to Office Transfer)
  • Move Trust Funds between Matters (Create a Trust Journal)
  • Statutory Deposits
See all 7 articles

Reconciliation and Reporting

  • Trust Reconciliation
  • Generate Trust Reports

FAQs

  • Trust Accounting FAQs

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