rockerjd
Level 2

Other questions

I've never had an issue creating an Other Current Liabilities/Trust account for each client as a sub account of my Client Trust account.  What I'm not clear on is whether I can make an account inactive and still be able to show the bar a full list of my trust accounts with all historical transactions if needed. If so, I will just make all the zero balance accounts inactive to meet the usage limit rather than upgrading.