Feature Requests

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Update verbage on Matter Statement, Client Funds Transaction from "Transfer to Operating" to "Trust Application to Balance Due", or similar

It seems inappropriate on client invoices to state we have transferred their trust funds to our operating account. Other verbage, such as application fo trust to balance, or something similiar, seems more appropriate for client invoices.

  • Jessie Winsted
  • Mar 11 2023
Feature Request
How often would you use this request?

monthly, on all outgoing invoices

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  • Jessie Winsted commented
    March 11, 2023 00:26

    As a further update to this suggestion, just make this field editable.

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