KCS - What is "Date Entered" on the Law Society of Alberta (LSA) Trust Report?

Objective:

  • What does "Date Entered" refer to on the LSA Trust Report?
  • What's the difference between the "Date Entered" and "Transaction Date" on the LSA Report

Environment:

  • Clio Web App

Additional Information:

For more information on the Law Society of Alberta (LSA) Trust Report, see here

Answer:

The "Date Entered" field refers to the date the transaction was recorded in Clio. The "Transaction Date" is the editable date field when inputing a transaction or payment. 

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