Overview
The Transactions area within a contact provides a financial overview of the client’s activity across matters. Within the Billing>Transactions section of your contact, users can view all related transactions recorded under each bank account.
Viewing Transactions by Account
In the top-left corner, users can switch between accounts (such as Trust and Operating) to view related transactions.
Selecting a different account updates the transaction list shown at the bottom of the screen.
Adding Funds to a Trust Account
The Transactions tab also allows users to add funds to a contact’s trust account, which can later be applied to matters.
To add funds:
Click the green Actions button on the right side of the screen
Select Add Funds
In the pop-up window:
Confirm the Trust Account (auto-selected)
Confirm the Contact (pre-filled)
Select a related Matter (optional)
Enter the Amount, Payment Source, Payment Method, and Description
Click Save Transaction
Once saved, the transaction will appear under the selected account in the Transactions list.
The Transactions tab helps your team track balances, review financial activity, and manage trust funds efficiently.
If you need additional assistance, refer to related articles, watch the video at the top of this page, or contact our support team at support@lollylaw.com.