Banking
Can I Print More Than One Check at a Time?
When making payments from the system, whether using Vendor Bills or AP Checks, you may want to enter the payments first, then print them later in a batch. Rather then printing them one by one, either at the time you create the check by hitting save ...
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 ...
How Do I Create a Retainer Request in Zola Suite?
If you need to request funds from your client for a retainer, we recommend creating a Retainer Request using Zola Suite's Document Automation. This can also be done to create Retainer Replenishment requests. First, go to a thoroughly populated Matter ...
Why Am I Seeing Duplicate Transactions When Using Download and Review?
Through our integration with Plaid, you may from time to time see what appears to be a duplicate transaction in the download feed. These are in fact not true duplicates, but are based on the status of the transaction at the time you perform the ...
How Do I Record A Deposit That Is Not A Payment to an Invoice?
Oftentimes, you will have deposits going into your operating account that are not client-related. This could include owner's contributions, donations, interest deposits, or any other payments coming into the firm that are not payments to an ...
How Can I Add a Vendor Credit Memo?
In the event that an outside vendor issues your firm a credit for future invoices, that credit can be applied to our Vendor Bills module as a Vendor Credit Memo. To record a Vendor Credit Memo, go to Vendor Bills and click on the plus sign on the ...
How do I Delete a Bank Account?
Contact Support to Delete a Bank or Credit Card account from your Banks and Registers. When you are setting up your Bank and Credit card accounts, keep in mind Zola automatically starts you off with one Operating Account and one Trust Account. The ...
How Do I Customize Permissions for Bank Accounts?
Do you have Bank Accounts that you only want certain users to be able to access? Now, you have the ability to grant permissions on a user by user basis to access bank registers and check writing capabilities. This article will show you how. From ...
How Do I Clear a Transaction from the Download and Review Feed?
First, navigate to the Banks and Registers page, select the credit card from the drop-down, then click Download and Review Select the transaction you'd like to clear. If this activity was already created in Zola Suite and appears on your Bank ...
How Do I Know When to Use a Debit or a Credit
Double Entry Bookkeeping requires that all transactions be recorded in 2 accounts. Some of your activities in Zola can be done without choosing a debit or a credit. For example, creating a new trust retainer will automatically debit the trust account ...
How Do I Make a Transfer Between Bank Accounts?
Trust to Trust Write a Trust Check to pull money out of the first account then do a New Retainer to put money into the second account Trust to Operating If this is money that is earned, apply the retainer/trust money to an invoice If this is not ...
How Do I Make Batch Payments From Clients to Match the Bank Statement?
Many firms run multiple credit card payments or receive multiple checks to deposit into the bank on the same day. These transactions are run separately, however, they are batched together into one amount when they hit the bank account. This process ...
How Do I Attach Receipts to Expenses?
When making payments to expenses in Zola Suite you may want to store specific attachment records to the expense like a receipt and or a credit memo. Attach On the bottom of the check, expense or vendor bill detail/edit pages you will have the ability ...
What Is the Difference Between Reconciling and Clearing?
In Zola Suite you can Reconcile or Clear transactions to check if the records in your bank/credit account match your Zola Suite records. Reconciliation works with both trust and operating bank accounts but not credit cards accounts. In Zola Suite, ...
How Do I Print a Check From the Register?
If you would like to print out a check from the selected bank account to mail to the recipient or to have for your own records you can do so directly from the Register. Go to the Accounting and click on Banks & Registers tab Using Select Account ...
How Do I Enter And Pay Accounts Payable/Vendor Invoices?
When receiving a bill from a firm provider, make sure to add it to Zola Suite's Vendor and Bills section. Doing so will increase Accounts Payable on Accrual. This will give you the ability to report on how much the firm owes from bills that are ...
How Can I Set Up My Credit Card Accounts Within My Zola Suite Account?
Zola Suite has an Accounts page where all Bank and Credit Card Accounts are located. This page can be found by: Going to the Accounting section Click on the "Banks & Registers" tab On the top green action bar click "View Bank Accounts & Credit Card ...
How Do I Clear Transaction from My Bank or Credit Card with My Transactions in Zola Suite?
Once a link with Zola suite is established between your bank or credit card provider, Go to the Banks & Registers under the Accounting section. Select the account you wish to clear, then select "Download & Review" Select the transaction you wish to ...
Download Bank/Credit Card Activity
Download activity from over 3000 financial institutions to quickly clear your accounts and assign any of them as billable expenses with a few clicks.
Does My Bank or Credit Card Provider Link with Zola Suite?
Zola Suite's Download Account Activity feature in our Banks and Registers can integrate with over 3000 U.S. based banks. Here is a list of the top 25 banks: Chase Bank of America Wells Fargo Citi US Bank Capital One PNC USAA TD Bank SunTrust Regions ...
How Do I Link My Bank and Credit Card Accounts to Zola Suite?
By linking your bank or credit card you will download all account records into Zola Suite and have the ability to pull up-to-date reports and clear/match all your transactions. Go to the Accounting section and select Banks & Registers. Select View ...
How Do I Delete a Check I Printed?
If you need to delete a Hard Cost check that you have written due to incorrect information or if you no longer need it, you can do this by either voiding or deleting. This will depend on whether it has been invoiced or not. Once you have created a ...
How do I record a short term loan to the firm?
Short term or temporary bank loans are considered to by any loan that is expected to be paid back in under one year's time. Here are the steps needed to be made if the firm has taken out a short term loan from the bank or any other third party ...
What Is the Difference Between Operating and Trust Retainers?
A Trust Retainer is money that is given to the firm that needs to go into a separate escrow account where the firm has no access to it. However, an operating account is money that is given to the firm that can be used by the firm on payment. Once ...
How Do I Set up Opening Balances in Zola Suite?
Zola Suite has built in accounting to track all your accounts and provide reports. Before you begin recording transactions in Zola Suite, you will want to bring over your books by recording opening balances. Before you begin, make sure that your ...
How Do You Make Journal Entries in Zola Suite?
Journal entries are an essential part of accounting and bookkeeping. Follow the instructions below to manually add journal entries into the General Ledger Hover over the Accounting menu icon and select Banks and Registers Click the + on the top right ...
How Do I Add Credit Card Activity and Payments to Zola Suite?
Several ways to capture Credit Card Activity and Payments in Zola Suite are described below. If you have not done so already, be sure to Add the Credit Card to your Banks and Registers. 1- Non-Billable Credit Card Activity can be added through ...
What type of checks are compatible to print from Zola Suite?
If you are using the print check feature in Zola Suite, you will need 3-part business checks (these checks have a check on the top and two stubs below). These are often referred to as "Voucher Checks". Voucher checks that have the check in the middle ...
How do I record owner's equity (contribution/draw)?
Here is how you can record a contribution to your firm in Zola: Go to the Bank & Register tab under the Accounting section. Press the "+" on the top right of the green bar and select "New Journal Entry" Fill in the date of the transaction In the ...
How do I record a transaction to a trust account that is not related to a client/matter?
There are some cases where a lawyer may be inclined to make a deposit, withdrawal, credit or debit to a trust account that is not related to a client or matter: Make the required minimum deposit to open the trust account with the bank Payment for ...
What Is the Difference Between a Hard Cost and a Soft Cost?
Hard Cost A Hard Cost is an expense that you directly pay to a vendor (i.e court fees). You can enter in a hard cost from the New Check window. When creating a Hard Cost you will reduce/credit your bank account and increase the selected account from ...
Alignment problems with check printing
Checks printed from Safari do not align properly because Safari doesn't allow you to add margins to a document when printing it. Thus, we recommend using either Google Chrome or Firefox to print out checks. When printing in Google Chrome, make sure ...
Does Zola Suite Handle Bank Reconciliations?
If you want to ensure that all of the balances for your trust or operating accounts are accurate, you can utilize our Bank Account Reconciliation feature. This will confirm that the bank balance, book balance in Zola Suite, matches your Financial ...
How do I add who performed each line item to an Invoice?
First, ensure that all members of your firm have their initials entered into the User Initials field of My Settings. Next, Go to the Invoice Customization page of Firm Settings Then, set the Timekeeper field to be Visible When you add line items to ...
When and how do I use trust checks?
If you need to make disbursements directly out of funds in trust for a particular matter, you can use the Trust Check feature. Zola Suite does not allow you to use the standard Check/Hard Cost window to draw from a trust account. To create a trust ...
How Can I Set Up My Bank Accounts Within My Zola Suite Account?
Zola Suite has an Accounts page where all Bank (trust or operating) and Credit Card Accounts are located. This page can be found by: Going to the Accounting section Click on the "Banks & Registers" tab Under the top green action bar, click "View Bank ...
Do I Need to Have Special Software to Print a Check?
There is no need for any special software to print out your checks. We highly recommend that you use Chrome (a free web browser) or install a free PDF viewer, such as Adobe Reader. Type of checks needed Alignment problems with check printing
What is a "journal entry"?
Journal entries can be used to reconcile your accounts or add manual entries. For instance, an expense like a checking account monthly fee could be added as a journal entry to ensure that your Zola Suite checking account balance matches the balance ...
How do I enter fees like banking fees or other related expenses that are matter related?
You can easily write a check for the expense so the amount is deducted from the appropriate account and reflected in the banking records. When you write the check, be sure to check off the option to Bill Client so the expense will show in the ...
How Do I Add a New Expense Type?
You can add a new Expense Type by following the steps below: Navigate to Accounting section and click on Reports tab. Click on Accounting Report button and open the Chart of Accounts. To add a new account, click the + on the green action bar. Enter ...