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#policyandprocedure

Maintaining Agency Standards for Trust Accounting

2019-07-08T05:59:21+10:00

We have come into contact with many agencies. One thing that stands out is the variety of processes in place from agency to agency when dealing with client accounts. From our experience, we have witnessed two common operational systems that agencies generally fall into. CATEGORY A – THE ORGANISERS Agencies falling into Category A tend to have clear and concise ... read more >>

Maintaining Agency Standards for Trust Accounting2019-07-08T05:59:21+10:00

Sh*t In, Sh*t Out – Creating Policy on Data Entry for Trust Accounting

2019-07-08T06:00:36+10:00

Data entry is one of the necessary evils of our job. No matter what way you look at it, it is the #1 priority on our daily agenda. Why do we continue to falter when it comes to keeping consistent, well-maintained data entry policies and procedures? Time. Creating effective data entry policies is a time intensive task. Implementing effective procedures ... read more >>

Sh*t In, Sh*t Out – Creating Policy on Data Entry for Trust Accounting2019-07-08T06:00:36+10:00
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