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Nota Trust Account Management
From setting up Client Matters to running a Reconciliation Report, find out how to maximize your use of Nota’s Trust Account offerings.
Trust Dashboard
- How do I Assign/Adjust Initial Funds?
- How do I untag a transaction?
- What is tagging in the trust account?
- How do I navigate the Nota Dashboard?
- How do I generate a Reconciliation Report?
- How can I print checks?
- How do I transfer funds from Home Dashboard?
- How do I view all transactions in Nota?
- How do I manually import bank transactions?