Towards the end of 2023, users will be moved over to our new updated trust accounting/client accounting page.
The primary purpose for the update is to improve the performance of the page by reducing the time it takes to load information for the user.
As part of the performance improvements, we also took the opportunity to give the page a fresh, modern look. Check it out below:
Core functionality remains the same but we've added a few little enhancements for users with more than one trust/client account.
- Users can now see if there is a disbursement in progress, even if they are viewing a different account.
- When switching between accounts, the user can see the reconciled status of each account, and even filter this way as seen below:
This new page laying is in beta with a selection of customers. Please let firstname.lastname@example.org know if you have any questions.