Accounting area
Identify the records needed for financial review.
A dedicated place for financial administration.
An accounting workspace sits alongside the operational modules, giving finance teams a clear entry point for their work.
Operational context
Agree internal approval responsibilities.
Finance administration
Review accounting outputs with the finance team.
What you can try
- Review sample receipt and expense entries.
- Create a manual demonstration entry.
- Trace a simulated invoice payment to its receipt.
- Inspect the financial summary and sample account list.
How the information fits together
Information used
Entry description, amount, date, type and optional client or matter context.
Result
A demonstration of how financial administration relates to practice records.
The tour is not a double-entry ledger or validated trust-accounting system. Its summaries are for product exploration.
Suggested practice workflow
Put accounting into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Identify the records needed for financial review.
- 2
Agree internal approval responsibilities.
- 3
Review accounting outputs with the finance team.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which accounting reports and exports are available?
What trust-accounting functionality is supported? Confirm suitability before relying on it.
Related modules
Billing
Access billing within the practice platform instead of treating it as a disconnected administrative task.
Explore moduleBanking
Access the platform’s banking area alongside billing, accounting and debtor management.
Explore moduleDebtors
Manage collection records for debtors associated with instructing clients, separately from the firm’s own fee invoices.
Explore module