In focus session: Trust accounting in Actionstep

In focus session: Trust accounting in Actionstep

Whether you are a new Actionstep user or want to make sure you are getting everything out of your Actionstep Trust accounting module, this In Focus session is for you.

By the end of this two hour online session, you will have full peace of mind that you are using your system effectively, be able to identify and correct common errors and run helpful reports to analyze your data.

Session - Trust Accounting

Proudly presented by: Adrians

Adrians

During this session we are going to run through your entire Trust Accounting module, taking a specific look at:

  • How to open trust accounts, ledgers and linking bank accounts
  • Recording payments and receipts of trust funds
  • Reconciliations and common errors
  • Trust account report generation
  • Q&A

This truly is a session that will bring plenty of value to your business.

If available to you, we recommend you bring your own laptop to access your Actionstep account during the session, as well as a document template from your firm to code during the class. m Please note, this Masterclass will be based on the EBM settings in Actionstep.

Reserve your space

Price: $50 + GST per attendee

Date: Wednesday, 16th October 2019
Time: 10:00am , 10am - 12pm AEST online session
Location: 60 Baxter street, Fortitude valley, Queensland, 4006
Presenter: Markus Balodis, Adrians
Price: $50 + GST per attendee

Register now