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Funds can be disbursed from the Trust account
to any payee, including the client. The system memorizes payee names
and addresses in a Quicken-like data entry format. As these are entered,
the system automatically retrieves the names and addresses as you
type.
Easily schedule when checks are printed by setting the release status to:
- Release
- Hold
- Immediate
- Handwritten
Write checks to a single payee from multiple client accounts
View the trust account balance at all times
Itemize transaction on check stub, or use space for free form text
Enter comment lines at the bottom of the stub
and much, much more...!
Detailed check stubs help to further identify the transaction for
accurate record keeping. The stub total is automatically transferred
to the check amount.
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