Due to the complexity of Trust Accounting, transitioning your trust account/s to triConvey and setting up account balances will be conducted together with your triConvey Account Manager to ensure that it complies with regulations.
To prepare for the session and ensure a smooth scheduled transition:
1. Create all matters that have Trust balances or unpresented cheques in triConvey.
Tip: The matters must have a client address and matter description.2. Prepare a Trust Bank Reconciliation and Trial Balance Report in your previous system.
3. You should have your firm's latest Trust Bank Reconciliation, Trust Trial Balance Report and Trust Account Bank Statement on hand.
If your Trust training has not been scheduled as yet, submit a training request.
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