Trust Accounting
Trust Ledger
The client Trust Ledger. Mac only.
2 articles.
- What are trust accounts in Beagle?Trust accounts in Beagle are a lightweight per-client ledger for tracking client funds. They help record deposits, withdrawals, adjustments, and running balances.
- What is the difference between trust funds and regular billing?Trust funds are client funds held separately from earned fees. Regular billing records what the client owes or has paid for legal services.