Can I Upload Trust Check History?
In Zola Suite, you have the ability to create trust checks one at a time, which can be printed and used to pay disbursements from retained funds.
If you are looking to upload a list of trust checks that have already been created, rather than create them individually, we have an importer.
This will require an excel spreadsheet with the designated template that you can request from support@zolasuite.com.
The required headings are as follows:
| accountName | matter | payee | address | city | state | zip | amount | memo | date | description |
Once you have the template, and have filled in the required details for each check, you can upload it within any Matter Ledger.
1) Go to a matter and select the "Ledger" tab.
2) Click on the right facing arrow icon on the green toolbar.
3) Select your Excel file.
Once uploaded, the matter ledger(s) will reflect the activity of those checks.
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