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
Click and open
Billingfrom the left menu and select theAccounts Tab.Click on
New Accounton the right.
Specify the
Account Type, eitherTrustorOperating.Add the following details;
Account Name,Account Holder,Institution,Domicile Branch,Account Number,Routing Number,Swift Code,Currency,etc.To make it a default account, select the checkbox
Is Default Bank Account.You may also add an
Opening Balance, and clickSaveto complete the process of adding the account.
Steps to Edit an Account
Click and open
Billingfrom the left menu and select theAccounts Tab.Click on
Ellipsisbutton next to the Account and select theEdit Button.
Make the necessary edits to the account details.
Once you have finished making the changes, click
Saveto save the updated information.