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- Create client accounts in different currencies
Steps
In App4LegalLEXZUR, you can create multiple clients' accounts in different currencies.
From the main menu, click on Billings→ Clients→ View All
From the Clients Page in the Money Billing Module, you can view the list of your client's accounts, edit them, add new accounts, and view the Account Statment Statement of each account.
From the actions wheel next to each client name, click on New Account to add an account for the selected client.
A New Account window will appear to fill in the needed information.
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- Account Name: The name of the new account. For example, Jason Robinson which is the client's name.
- Account Number: The number of the account in the system (you can add or edit the prefix of the account number from the money billing settings).
- Currency: Choose the currency. For example AED, USD...
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You can also manage the Client's Trust Fund deposits. Learn more here. |
For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!
