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  • Re: Asking client for trust acc't deposit

    On the bililng preference, on the funds tab, there are fields for 'minimum balance' and 'preferred balance'. I have a NY client who has these fields with the same amounts; $5,000.00. When a bill is created, the fields for 'replenish amount' and 'Balance + replenish' are...
    Posted to Billing Matters by Kathy Burger on Thu, Dec 17 2009