Forum Discussion

MKemp's avatar
MKemp
Experienced Partner
2 years ago

PRACTICE TRUST ACCOUNT - CONNECTED LEDGER

Hi there,

 

I was wondering if anyone uses connected ledger for the Practice Trust Account. We use a very old system and are currently manually entering every transaction and I would like to simplify the process by using a bank feed. Is there anyone on here that has this setup or something similar?

 

Thank you.