Managing accounting in the legal profession is critical to ensuring financial transparency and compliance. In this article, we'll explore how Lawcus simplifies account management by transaction tracking and reporting, allowing legal professionals to focus on their core tasks.
Steps to check all transactions
Go to the
Billingsection on the left and select theAccountstab.Within the
Accountssection, choose the account for which you want to see the transactions.
Click to open the account, and it will have all the transactions made in Lawcus.
You can export the transactions for further analysis, and apply Filter, Grouping, Sorting, or Aggregation based on the data requirement.
Note: Lawcus is not connected to your bank directly. Lawcus acts as a bookkeeping software. Lawcus only stores transactions that are made on Lawcus or using the Lawpay/Confido Legal integration. Any transaction happening outside of Lawcus needs to be manually added.