Trust & Credit Accounting
The articles in this section explain how trust and credit accounting are managed in MyCase. They cover topics such as retainers, requesting funds, applying payments from trust/credit, and more!
By Ben and 4 others5 authors15 articles
Recording Trust (IOLTA) Interest Deposits & Withdrawals
How do I manage outstanding Requested Funds?
Where can I see the full history of my law firm’s trust account?
Where can I see a client's trust account activity
Request Funds Overview [w/ VIDEO]
How do I correct an erroneous transaction on my trust account?
Minimum Trust Balance
How do I pay an invoice with funds from my client's trust account?
Recording a Trust Deposit or Retainer [w/ VIDEO]
How do I withdraw funds from a client's trust account? [w/ VIDEO]
Non-Trust Retainers and Credit Accounts [w/ VIDEO]
How do I Request Trust or Retainer Funds from my client?
Requested Funds Reminders
Refunding an offline deposit made into a trust account
Trust Accounting By Case