juniorPartner Module Three
TRUST & TERM DEPOSIT
The Trust and Term Deposit module is a modern comprehensive trust accounting system that combines simple straight-forward handling of trust funds with many reports on client trust ledgers and full audit reporting. jP takes the worry out of your end of month reconciliations and Law Society Certificate. It conforms to NZ Law Society Trust Account Regulations and Guidelines including preventing overdrawing of Clients' Trust Accounts.
TRUST REPORTS:
Details about your clients, their files, your current balances and your trust account are always immediately available, as and when you want them.
INTEREST BEARING DEPOSIT/TERM DEPOSITS:
Move funds easily and post interest quickly, take commission and account for RWT.
COMPLETE AUDIT TRAIL OF ALL TRUST TRANSACTIONS:
Special audit reports for Trust Account Partner & Law Society Inspectors.
NZ LAW SOCIETY REGISTRIES:
Post-Dated Cheques - Non-Monetary Assets - Trustees, Executors & Attorneys.
INTERNET BANKING:
Post Trust Debits and upload to your on-line banking facilities.
MULTI - CURRENCY TRUST ACCOUNTS:
For clients with funds in different currencies. All Foreign Trust Account balances (Aus$, US$, Yen, Euro etc.) visible on NZ$ Reports.
REDUCE THE RISK OF FRAUD:
juniorPartner contains undocumented fraud prevention traps and contains reports designed by specialists in the area to assist early detection of possible fraud. These reports are only available to the Trust Account Partner and the NZLS auditors.
