Welcome to our tutorial on how to record a cash transaction using TrustReq. If you're a lawyer or paralegal in Ontario, you know that cash transactions are regulated by the Law Society of Ontario’s By-Law 9. This video will guide you through the process of recording cash transactions in TrustReq to ensure compliance with all regulatory requirements.
In this step-by-step guide, we’ll show you how to:
- Navigate TrustReq to start recording a cash transaction
- Input cash amounts and dates, including foreign currency conversions
- Associate cash transactions with the correct matter and client
- Ensure compliance with cash transaction limits and exemptions
- Generate, sign, and upload required cash receipts
We'll also explain the importance of each step and how TrustReq ensures your records meet By-Law 9 requirements.
For more tutorials and tips on using TrustReq, be sure to subscribe to our channel. If you have any questions, leave them in the comments below. Thanks for watching!
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