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How to Add or Edit Bank Accounts in Lawcus?

Effortlessly manage and update bank accounts in Lawcus for streamlined law firm bookkeeping.

Maninder Kaur avatar
Written by Maninder Kaur
Updated this week

Lawcus provides a convenient way to manage your law firm's bookkeeping by allowing you to add and edit various types of bank accounts, such as Trust, Trust Liability, Checking, and more. This guide will walk you through the process of adding a new account and editing existing ones in Lawcus.

Steps to Add an Account

  1. Click and open Billing from the left menu and select the Accounts Tab.

  2. Click on New Account on the right.

  3. Specify the Account Type, either Trust or Operating.

  4. Add the following details; Account Name, Account Holder, Institution, Domicile Branch, Account Number, Routing Number, Swift Code, Currency, etc.

  5. To make it a default account, select the checkbox Is Default Bank Account.

  6. You may also add an Opening Balance, and click Save to complete the process of adding the account.

Steps to Edit an Account

  1. Click and open Billing from the left menu and select the Accounts Tab.

  2. Click on Ellipsis button next to the Account and select the Edit Button.

  3. Make the necessary edits to the account details.

  4. Once you have finished making the changes, click Save to save the updated information.

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