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Multiple "Default" bank accounts

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John Hoffman Posted: Mon, Oct 30 2006 11:04 PM

I have a client where each partner keeps their own Funds (IOLTA) account and "Default" bank account.  When a retainer is in play it handles fine just selecting the correct Fund account in the Matter Preferences and selecting the correct account in any transaction.  However, when the bill is paid either using a Pay AR from Funds or automatic payment from Funds the created "Check to be deposited" from the Funds account only shows on the Bank Deposit for the "Default" bank account, which is not where we want to make the deposit.  The deposit should go to the individual partners Bank Account and then later have the retained earning moved to a firm consolidation account. 

The only way I have found to get around the problem is to continually change the "default" account to the one being processed.  This is cumbersome at best and certainly error prone, plus require more security access than would be desirable.

Any suggestions as to how to better support this?

John Hoffman

Workflow Automation Systems

Boyertown, PA

john_hoffman@comcast.net

John Hoffman Workflow Automation Systems Boyertown, PA john_hoffman@comcast.net
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