- Add new accounts into ProLaw®.
- Add new operating account.
- Add new trust accounts.
- Add new trust liability account. [Each trust checking account should have its own dedicated trust liability account.]
- Statement Format Changes.
- Auto Apply Unapplied – For Statement Formats with Auto Apply Unapplied Cash, update the Unapplied Tab and select the new checking account for the deposit.
- Auto Apply Trust – For Statement Formats with Auto Apply Trust, update the Trust Tab and select the new checking for the deposit. Also, make sure your new trust account is selected in the "Accounts to Use" grid.
- Journal Entries to Transfer Funds
- Operating – To transfer funds from the operating account into the new checking account, you can use only one adjusting entry if both sides of the posting will clear in the same month. If there is some chance that one half would clear in one month and the other half will clear in the next month, then two entries would be needed.
- Trust Transfer – In new versions of ProLaw®, we have the transfer trust feature. This process transfers funds from the former trust account into the new trust account, making two adjustments per matter.
- Validation – Run a Matter Trust Balance Report before entry. Ensure the balance ties to Journals as of the transfer date. When all balances have been transferred, run the report again and verify that all matters have the same balances.
- Appearance on Statements – If you show trust activity on your statements, these transfers will appear in the trust section on the next bill. To prevent these entries from showing on invoices you have two options:
- Put all transactions on hold for matters with a trust transfer, generate dummy bills, and then remove holds from the transactions.
- Run statements in MS SQL Server Management Studio to set the flag in the database to indicate that these entries have appeared on a bill already.
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