Multiple Trust and Operating Account Balances in Cases Follow
Ever wonder how the bank account balances are tracked inside of each case? What if you have multiple Trust and Operating accounts used in Law Ruler?
Here are some FAQ (Frequently Asked Questions) and Answers on this topic:
Q: If I have multiple Trust and Operating Accounts, which account is used for the Trust Account Balance in the Case page (Financial Details)?
> A: The total balance is displayed for all Trust accounts for transactions related to the current case only.
Q: Which account is used in Law Ruler Invoices/Settlements in the Bank Account Balance and Transaction detail?
> A: All bank accounts for transactions related to the current case will be totaled and displayed.
Law Ruler includes virtual Trust account balance tracking for all Trust transactions in each case in the Financial Details section.
Also, each Invoice and Settlement includes a bank account balance for Trust and Operating accounts for all transactions in the case.