Billing & Trust Accounting

This tool improves efficiency for all users, billers and bookkeepers.

What is Billing & Trust Accounting?

Whether your firm is fixed-fee or you disburse costs, triConvey Billing is a powerful tool that improves efficiency for all users, billers and bookkeepers alike.

triConvey’s Billing features, functionality, and integrations are powerful yet simple to use. With our integration into account systems, your business can run completely on one software.

triConvey’s time tracking functionality enables you to track your firms profitability and create detailed reports on what you’ve worked on per day, by staff member and matter, all in one system with no need to add additional law office software or portals.

Billing & Trust Accounting examples.
Billing & Trust Accounting examples.

Integration with MYOB & XERO

Through triConvey, you can make sure your clients money is being kept securely. When an invoice is paid through triConvey Billing, the receipt of funds into your office bank account in Xero or MYOB is smooth. triConvey Billing, will automatically put ‘journal entries’ in your Xero or MYOB accounts.

Ready to get started with triConvey?

Access all the powerful features of triConvey at $0 when you integrate your Searching. 

Benefits of Billing & Trust Accounting

Paid Faster

Make it easier for your clients to pay you by creating invoices that directly correspond to their matter.

Reduce Errors

Limit the amount of billing errors as well as capture all disbursements owed to your firm.

Integration

Seamlessly integrate with MYOB Essesentials and Xero.

Billing & Trust Accounting FAQs

We take care of all that for you when you sign up. Our qualified trainers will integrate your systems upon installation and training so you can start using the powerful billing features right away. 

No, the powerful Billing & Trust Accounting features come standard with triConvey at no extra cost. 

Yes, we remain compliant and audit approved according to each respective state requirements. More information can be found at Compliance & Trust Accounting.

Running your end of month reconciliation is a short and simple process in triConvey. Simply open your matter, select on the Billing tab up the top of the page. From there, open the Banking tab to enter your Trust Accounting.

Next, simply select and reconcile each transaction seen on the Trust Accounting page to fulfil your end of month reconciliation obligations.

Conduct simple trust accounting deposits through the deposit funds button found through triConvey’s Trust Accounting tool. At this same stage you can also transfer funds for your client to use in another matter within triConvey.

Monthly trust statements can be provided to your client via the reporting tab in your Matter card. Simply select Trust Statements under the reports tab, enter your matter details and dates and generate the report. The report will automatically file back into your matter card where you can send it via email to your client. triConvey’s Outlook integration also captures the email to your client and saves it back into the Matter card.

Once you have transferred the funds from your Trust Account to the office of your choosing, add the transaction via the ‘Transfer to Office’ button found in the Invoicing tab of your matter billing. This will automatically track into your triConvey Trust Accounting tool to streamline your end of month reconciliation balancing.

Conducting your adjustments through triConvey’s Trust Accounting is simple. Open your Trust Account in triConvey, create a reconciliation, select adjustments followed by add adjustments. From there, simply add your dates, reason, and amount you want to adjust, including whether it’s a withdrawal or deposit and confirm it. This will automatically map into your triConvey Trust Account for easy end of month reconciliation.