Automatically match trust bank transactions with their corresponding matters during import.

Enhancements 

Automatic Matter File # Matching for Trust Transaction Import

Importing trust bank files is now smarter—and a whole lot faster.

Key features include:

1. Configurable mapping

  • Matter File Number is available as a selectable criterion in the Transaction Import Mapping screen

  • One-time setup means every future import uses the same rule

2. Matter-aware imports 

  • The system can now read the Matter Number embedded in your bank file

  • That number is automatically matched to the File Number field on your matters

3. Zero manual matching

  • Transactions land in the correct matter automatically

  • Cuts down on errors and frees up your team’s time

Why you’ll love it:

  1. Speed: Import thousands of transactions in seconds—no post-import cleanup

  2. Accuracy: Consistent, system-driven matching reduces the risk of misallocated funds

  3. Control: Keep the flexibility to edit mapping rules anytime