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CommunityIf I use new addition when reconciling the trust account to show a deposit that LEAP says has not cleared, can I change the reconciliation when it does clear>
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If I use new addition when reconciling the trust account to show a deposit that LEAP says has not cleared, can I change the reconciliation when it does clear>

Mark Olberding (Customer) asked a question.

March 4, 2023 at 2:37 PM
If I use new addition when reconciling the trust account to show a deposit that LEAP says has not cleared, can I change the reconciliation when it does clear>

I am behind in reconciling my trust account. A deposit was made in November 2022 but I entered it today March 4, 2023 and it does not show up in the trust reconciliation. It shows up in the individual client's trust accounting and does not show up in the in the Trust Uncleared Funds report so I am at a loss and afraid that if I use new addtion in the reconciliation process and reconcile the account I am going to have big problems later.

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  • 1 answer
  • 305 views

  • Misty Petty (LEAP)

    Hello Mark,

     

    Thank you for contacting the LEAP Help Desk. We suggest opening a case so a technician can call you and take a look into your computer. To do this, please contact support@leap.us.

     

    Kind regards, 

    Misty Petty

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If I use new addition when reconciling the trust account to show a deposit that LEAP says has not cleared, can I change the reconciliation when it does clear>