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When do I use a Recovery and a Disbursement? How do I record them?Anchor recovdisb recovdisb
https://help.wiseowllegal.com.au/pages/viewpage.action?pageId=25002012
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https://help.wiseowllegal.com.au/display/WOH/Recoveries+-+Enter+DataTo work out whether you should use a Recovery or Disbursement (Outlay), follow through the steps at the link here Disbursement (Outlay) or Recovery?
Once you have established what type of record you need to enter, choose one of the links below to help you enter your record.
Entering a Disbursement (Outlay) Record
How to record an EFT Payment from TrustAnchor eftfromtr eftfromtr
https://help.wiseowllegal.com.au/display/WOH/Trust+Accounting+-+New+Trust+PaymentProvided you have EFT turned on in your Wise Owl database, you are easily able to enter EFT Payments from Trust.
If you don't see the option to use EFT on a Trust Payment, please contact the Wise Owl Help Desk for assistance in turning this on.
Entering a Trust Payment (Incl EFT version)
How to prepare a Trust transfer Transfer to General - if no auto fill - run trust transfer report & work from thatwith both written explanation and & Video linkAnchor trtogentfr trtogentfr
Please see this link Trust Transfer to General to read how to prepare a Trust Transfer to GeneralGeneral
Please see this link xxx to watch a video on how to prepare a Trust Transfer to General
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How to run a deposit slip from Wise Owl for Trust or General Anchor Depslip Depslip
Please click the links below to direct you to how to run a deposit slip for either Trust
https://help.wiseowllegal.com.au/display/WOH/Trust+Accounting+-+Bank+Deposit
General
https://help.wiseowllegal.com.au/display/WOH/How+to+prepare+a+General+Deposit+Slipor General
Creating a Bank Deposit for TRUST
Preparing a Bank Deposit Slip for GENERAL