• New Legal Accounting Help Center FAQ
• Moving to Actionstep Legal Accounting Cloud FAQ
• Adding Licenses in Legal Accounting When No Licenses Are Available
• Actionstep Legal Accounting Licensing Model Transition FAQ
• What's New in Legal Accounting
• Signing Up for Live Legal Accounting Training Sessions

• Producing 1099 Forms for Vendors
• Legal Accounting End of Year Checklist (USA)
• Legal Accounting End of Year Checklist (CAD)
• Creating Journal Entries
• Voiding a Cheque/Check
• Reconciling the Trust Bank Account

See all 15 articles

• Troubleshooting: Correcting Cheques Set to 'Print Later'
• Working with Deposit Slip
• Troubleshooting Bank Reconciliation
• Creating 9A and 9C Forms
• Bank Reconciliation in Legal Accounting
• Excluding Credit Card Payments from a 1099

• Resolving a Negative Amount in the Other Column on Review Charges
• Deleting Transactions: Troubleshooting
• Removing a Receipt or Cheque Backdated Before Your Start-Up Date
• Understanding the 'User Authorization Required' Warning on Backdated Entries
• Producing a Revised Invoice for the Client
• Adding an Automatic Disbursement to New Files

See all 19 articles

• Creating a Contact
• Setting Up an Ethical Wall
• Managing Files
• Managing Contacts for Invoices and Emails
• Managing Contacts
• Creating a File

See all 7 articles

• Working with Trust Administration Fee for British Columbia
• Working with a Transaction Levy
• Working with Accounts Payable
• Transferring Funds
• Troubleshooting: Forcing a New Timekeeper to Appear in the Fee Earner List (Admin)
• Entering Time, Fees and Expenses

See all 11 articles

• Troubleshooting: Correcting a Profit and Loss Statement That Spans More Than a Year
• Reviewing Adjusted Invoices
• Managing Contact and Matter Tags
• Creating a Label for Contacts
• Creating a Dormant Trust Report
• Understanding the Time Listing Report

See all 13 articles

• Managing Profile Settings
• Introducing the Legal Accounting Dashboards

• Cash Validate Utility
• Managing Tickets to Support
• Common Issues when Creating an Invoice
• API and Third-Party Integrations
• Accessing the Help Chat
• Integrating with LawPay

See all 7 articles

• Reports FAQ
• Managing Users
• Manage Profile FAQ
• Law Society of Alberta Appendix B - Questionnaire
• Creating a Bank Reconciliation (Quick Steps)
• Financials FAQ

See all 11 articles

• Allowing Trust-to-Operating Transfers for Unbilled Work (Admin)
• Managing Contact and Matter Tags
• Finding the Administrator Settings
• Unlocking a User and Resetting Their Password
• Two Factor Authentication (2FA or MFA)
• Integrating with NetDocuments

• Setting Up Quantity and Rate Calculation for Expenses
• Setting Up Activity Code Shortcuts for a Lawyer

• Bank Reconciliation - Legal Accounting