This video runs for 4:51


Key features include:

  • being able to switch views between accounts (for users with more than 1 trust account)
  • visible balances by ledger type
  • new Tool Box with easy to access trust accounting options
  • large colour tiles showing most recent disbursement and close of period, details of unreconciled bank statement items, and unresolved ledger taskscolour tiles showing most recent disbursement and close of period, details of unreconciled bank statement items, and unresolved ledger tasks