The firm's Trust and IBD ledgers are set up here - these will already be in place when your firm goes live with OnePractice.
Click the grey cog to view the settings available for each ledger.
Trust Ledger
The ledger name, bank and account number can be edited.
If for any reason the Trust Ledger is no longer active, OneLaw Technical Support can de-activate for you - please contact us on 03 339 5032.
Use the drop-down to change from Matter-level advancing to Client-level advancing (see our article on understanding the difference here)
A Xero integration requires the 'Enable export of trust account batches to General Ledger System' to be ticked on.
Maintain your receipt and payment numbers by clicking the appropriate selection.
IBD Ledger
The ledger name, bank and account number can be edited.
If for any reason the IBD Ledger is no longer active, OneLaw Technical Support can de-activate for you - please contact us on 03 339 5032.
'Commission on IBD interest' settings are determined at go live with OnePractice but can be edited should your circumstances change.