To add a transaction, log in to your LawGro account:

  1. Once logged in, click Quick Add (+) on the header, then click Transaction.

    2. Choose the Transaction Type.
    3. Choose the Contact from the dropdown list.
    4.Choose the Account Type (in the case of Refunds). The account type is auto                populated for the remaining three types of transactions.
    5. Choose the Invoice from the dropdown list (not applicable in the case of Trust             payment receipts, as they are advance payments and not against any invoice).
    6. Enter the Date.
    7. Choose the Method and enter the Amount in its respective field.
    8. You can add Notes in its respective field.
    9. Click Save.

Once you save, you will be redirected to the transaction page.

NOTE:

  • Transaction number are automatically generated starting from 0001.
  • The amount you enter should be a positive value and it gets rounded off to decimal value 2, e.g., 1432.363 will be 1432.36.
  • Because of some security & accountability reasons, editing a transaction is restricted.


Learn more about Invoicing & Billing


Related Articles:

Trust account overview
Transactions overview
Operating account - Default account type for transactions
Check trust account balance
Delete transaction
Use filters to locate a transaction record


About LawGro:

LawGro is a secured legal case management software -it enables lawyers to increase client happiness and grow law firm business.

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