clouditforlawyers.com
pegeenturner | Cloud IT For Lawyers
https://clouditforlawyers.com/author/pegeenturner
Cloud IT For Lawyers. Helping Attorneys Utilize Technology and the Internet. December 2, 2015. Trust Accounting – The Right Way. But, most attorneys are not accountants. They keep track of their trust accounts in whatever way they can; through their billing system, separately in Excel or even on paper. Yikes! Now, firms have a great alternative for keeping their trust accounts up to date. Trustbooks ( www.trustbooks.com. Trustbooks allows attorneys to manage all of their trust transactions (for single or...
support.trustbooks.com
Matters - TrustBooks Knowledge Base
http://support.trustbooks.com/collection/1-matters
Creating a New Matter. Emailing Client Matters Ledgers. Printing a Matter Ledger. Printing a List of All Active Matters. 2017 Powered by Help Scout.
support.trustbooks.com
Changing Your Firm's Settings - TrustBooks Knowledge Base
http://support.trustbooks.com/article/32-changing-your-firms-settings
Changing Your Firm's Settings. This tutorial will walk you through the steps to change your firm's settings in in TrustBooks. 1 Start on the Dashboard Page. 2 Click the Manage My Info. Link under the Miscellaneous section. The My Info page is displayed. 3 Update the settings for your firm. 4 Click the Update Firm. Button to save your changes. Last updated on August 10, 2016. 2017 Powered by Help Scout.
support.trustbooks.com
Account Settings - TrustBooks Knowledge Base
http://support.trustbooks.com/collection/38-account-settings
Updating Your Credit Card Info. Changing Your Firm's Settings. Resetting a Forgotten Password. Logging Out of TrustBooks. 2017 Powered by Help Scout.
support.trustbooks.com
Adding New Attorneys - TrustBooks Knowledge Base
http://support.trustbooks.com/article/51-adding-new-attorneys
This tutorial will walk you through the steps to add attorneys in TrustBooks. 1 Start on the Dashboard Page. 2 Click the Attorney List. Link under the Miscellaneous section. 3 Enter the new user’s First Name. 4 Enter the new user’s Last Name. 5 Click the Add Attorney. Last updated on July 20, 2016. 2017 Powered by Help Scout.
support.trustbooks.com
Emailing Client Matters Ledgers - TrustBooks Knowledge Base
http://support.trustbooks.com/article/66-emailing-client-matters-ledgers
Emailing Client Matters Ledgers. This tutorial will walk you through the steps to email matter ledgers directly to your clients in TrustBooks. 1 Start on the Dashboard Page. 2 Click the View Matter List. Link under the Matter section. All active matters are displayed in Matter List page. 3 Click the Email Matter Ledgers button. 4 Select the ledgers you want to email. 5 Click the Email Selected Ledgers button. A confirmation window is displayed that your ledgers have been successfully sent.
support.trustbooks.com
Resetting a Forgotten Password - TrustBooks Knowledge Base
http://support.trustbooks.com/article/61-resetting-a-forgotten-password
Resetting a Forgotten Password. This tutorial will walk you through resetting a forgotten password TrustBooks. 1 Go to www.trustbooks.com. In your internet browser. 2 Type your email address into the Email. 3 Click the Login. Note: You can leave the password field blank if you have forgotten it. The invalid email address or password window is displayed. 4 Click on the Forgot Password. 5 Type your email address into the Email. 6 Click the Send me reset password instructions. Last updated on August 8, 2016.
support.trustbooks.com
Payments and Deposits - TrustBooks Knowledge Base
http://support.trustbooks.com/collection/7-payments-and-deposits
Creating a New Payee. 2017 Powered by Help Scout.
support.trustbooks.com
Unarchiving Matters - TrustBooks Knowledge Base
http://support.trustbooks.com/article/63-unarchiving-matters
This tutorial will walk you through the steps to unarchive matters from your matter list view in TrustBooks. 1 Start on the Dashboard Page. 2 Click the View Matter List. Link under the Matter section. All active matters are displayed in Matter List page. 3 Click the Show Archived Matters. 4 Click Unarchive next to the matter you wish to restore. A pop up window is displayed. To confirm that you want to unarchive this matter. Last updated on August 2, 2016. 2017 Powered by Help Scout.
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