At the contact level, ContactsLaw displays financial transactions on the ledgers tab. These make it possible to view both financial activity relating directly to the contact, but also transactions on all files for which the contact is a client.
Depending on the type of contact, a subset of the following views will be displayed on the ledgers tab: - Trust - Shows trust activity occuring on any of the contact's files within a particular period.
- Debtors - Shows debtor activity occurring on any of the contact's files within a particular period. A debtor statement can be printed from this view.
- Creditors - Shows creditor activity for the contact, including the current creditor balance. Additional detail pertaining to invoices and payments is shown here, as well as the date of the most recent unpaid invoice or statement.
- Creditor reconciliations - Lists all creditor reconciliations for the contact, with the ability to post a new reconciliation and edit or re-draft an existing reconciliation.
- Miscellaneous transactions - Lists trust/general transactions for which the contact is a payee, or from whom funds were received, in cases where the contact is not the client on the file in question.
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