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The above warning message will appear on the Site Settings page. 

 

Financial Settings

USE WITH CAUTION! Changing financial settings may cause your firm to be in breach of trust accounting legislation!

Under special circumstances, for example the set up of your new WOL data file, it may be necessary to backdate trust payments and/or trust receipts. Please check with the Wise Owl Legal Help Desk and/or your financial advisor or accountant before changing these settings. 

 To enable the backdating of trust receipts or payments select the tick box as appropriate. 

REMEMBER: To un-check the box once you have finished with the data entry. 


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