Most states require law firms to reconcile the balance of their trust account with their current bank
statement at the beginning of each month. The steps required for this type of reconciliation are similar
to those used to balance a personal checking account.
The Account Legal way!
- Select "Reconcile Account" from the Account's Tab.
- Enter the “cleared date” for each of the transactions that you want to reconcile.
- Click the green "Reconcile" button.
- Verify that your bank statement and your Account Legal statements match.