you take advantage of the billing
capabilities in Credenza Pro you can
manage trust accounts and meet your
trust account obligations. Each of
your client files includes a Trust
tab where you can see all of the trust
transactions related to each. Track
incoming and outgoing trust transactions.
You can enter an initial trust account
balance and then transfer between
a client's files, and use it towards
an outstanding invoice. You also have
the flexibility to create as many
trust accounts as you need for your
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