Feature Requests

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Ability to choose the matters to be paid automatically from Trust

Not all Trust payments are used to pay client invoices. There are times when a client received a settlement and the money is to be disbursed to a third party.

Additional work is created when I have to void the automatic allocations for certain matters. The invoices are also misleading when Trust is listed, a client seems to believe the invoice is paid.

  • Beverlee Cassidy
  • Mar 5 2020
  • Planned
Feature Request
How often would you use this request?

Every billing cycle, monthly.

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  • Beverlee Cassidy commented
    March 05, 2020 16:56

    It requires voiding allocations, voiding drafts, recreating drafts and (un)applying trust payments, not in this order.

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