All Collections
Payments & Accounting
Account Management
How to Add or Edit Bank Accounts in Lawcus?
How to Add or Edit Bank Accounts in Lawcus?

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

Harsimran Singh avatar
Written by Harsimran Singh
Updated over a week ago

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.

After creation, you can still further edit those accounts - to bring them up-to-date - or summarily delete them if you so wish.

Adding an account:

1. Start by accessing the left-side menu and selecting "Accounts."


2. Click on the "Add Account" button.

3. Specify the type of account you want to add from the available options.

4. Enter the name of the account.


5. Optionally, provide any other details that are relevant to the account.


6. Finally, click "Save" to complete the process of adding the account.


Editing an account

To edit a bank account added on Lawcus through the adding an account guide content:

1. Go to the Accounts section in the side menu.


2. Locate and select the account that you wish to edit.


3. Look for the edit button, which resembles a pen, and click on it.


4. Make the necessary edits to the account details.


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


By following these steps, you can easily add new bank accounts to Lawcus and modify existing ones to ensure accurate and up-to-date financial records for your law firm. Remember that you can delete accounts if needed, using the same interface.

If you have any further questions or need additional assistance, please reach out to Lawcus support.

Did this answer your question?