| (866) 878-6798 | Schedule A Demo |

Tech Tip #107-Ledger Overdrafts Are Avoidable

A ledger shows the amount of client funds a particular matter has. Understand that disbursements or invoice payments shouldn’t affect any balance other than the related matter in terms of ledgers. CosmoLex has your back by not allowing overdrafts from a matter and will give you the reason why. For more helpful tricks in handling client funds, view CosmoLex’s full webinar The Do’s & Don’ts of Handling Client Funds

CosmoLex Team