AdvologixPM

Trust, Retainer, & Collection Account Funds

Updated on

Fund account are a place to store information about:

  • Trust Accounts
  • Retainers Accounts
  • Collections Accounts
Navigate to AdvologixPM Setup TAB

Choose 'Fund Accounts' in Billing Setup

Choose 'Fund Accounts' under Billing Setup

Fund Accounts

Fund Accounts

Create a Fund Account

Create a Fund Account
  1. Name the Fund Account
  2. Choose the type of Fund Account
    • Trust
    • Retainer
    • Collection
  3. Click Save to close and move on
  4. Click Save & New to finish adding this Fund Account and create another
Previous Article What determines the amounts displayed in the balances section?
Next Article How do I create a Fund Account Entry from a Matter?