You are now able to pay invoices in bulk when using your client’s trust money.
This will save you significant time and remove the repetitive task of having to process one invoice at a time.
We have also included auto numbering specifically for Trust to Office transactions, which includes the ability to define its own prefix.
Our user-friendly interface will help you determine who has outstanding invoices with available trust funds. You can then choose to auto allocate the payments or manually enter the amounts.
Once you have processed the Trust to Office payment, the reports and trust cheques will... (More)