Practice Pro

Admin users are able to add/remove individual transactions from a legacy reconciliation.

Trust account reconciliation is the safest way to ensure your accounts are complete, accurate, and compliant. In most states, bar associations require law firms to perform a three-way reconciliation of trust accounts on a monthly or quarterly basis. SurePoint Practice Pro allows users with the trust reconciliation permission to compare trust general ledgers, client ledgers, and bank statements to reconcile trust transactions.

<a href="https://support.zencase.com/en/articles/8440325-perform-trust-reconciliation-in-surepoint-practice-pro-formerly-zencase">Perform Trust Reconciliation In SurePoint Practice Pro (formerly ZenCase) | SurePoint Practice Pro Help Center</a>

Admin Users, if authorized, can carry out multiple transactions on legacy reconciliation

Users with reconciliation permission can remove one or more transactions from a legacy reconciliation

Users with reconciliation permission can add one or more transactions to a legacy reconciliation

Changes are auditable, showing; who / what / when

Always SAVE changes after each transaction update

- Users with reconciliation permission can remove one or more transactions from a legacy reconciliation
 
- Users with reconciliation permission can add one or more transactions to a legacy reconciliation
 
- Changes are auditable, showing; who / what / when
 
- Always SAVE changes after each transaction update

Self-service management of transactions in legacy trust reconciliations

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Self-service management of transactions in legacy trust reconciliations

Admin users are able to add/remove individual transactions from a legacy reconciliation.

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