Lawfirm
We use this system in our law firm and maintain two separate accounts:
One account is used exclusively to record trust transactions.
The second account records both trust and business transactions, enabling us to deduct the total invoiced amount from trust funds while clearly reflecting the client's remaining trust balance.
Overall, the system works exceptionally well for our practice. However, we have encountered a few issues with the Payments Received and Overpayment functions.
The main concern is that the Overpayment feature affects the Payments Received figures and the total receipt amount. Unfortunately, overpayments are not reflected on a printable receipt or PDF. As a result, we currently have to take screenshots or use the browser's "Print Page" function, which is not ideal for legal accounting and record-keeping.
We would appreciate it if the following improvements could be considered:
Printable Overpayment Records – Allow overpayments to appear on receipts and PDF exports so that proper accounting records can be maintained without relying on screenshots.
Batch Payments for South Africa – Enable batch payments to be linked for South African banking, with the currency displayed as South African Rand (ZAR/R) instead of US Dollars and references to cheques. The current terminology creates confusion for our bookkeeping department, as cheque payments are not representative of our banking processes.
Trust Accounting Workflow – It would be beneficial if trust funds received could remain recorded as trust until the full amount has been invoiced, without the overpayment feature interfering with the payment history. This would better align with the trust accounting requirements of South African law firms and reduce the need for manual adjustments.
Apart from these issues, the system has been excellent and meets our firm's operational requirements very well. These enhancements would significantly improve its suitability for South African legal accounting and streamline our trust accounting processes.
Thank you for considering our suggestions. We appreciate your support and look forward to your feedback.
Vickey Hanekom
shared this idea
Thanks for sharing all of these suggestions with the community. There are a few different requests here, including printable overpayment receipts, South African Rand batch payments, and trust accounting workflows.
As these are separate areas of functionality, I’ve updated the status to Feedback and closed the post for voting. Keeping each request as a separate idea means the community can vote on the individual improvements and we can track the feedback more clearly.
If these are still important to your workflow, please create a separate idea for each request with more detail on what you’d like to see.
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Vickey Hanekom
commented
Batch payments will not work properly as our clients sometimes pay a big deposit before any work are done