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

March 30, 2021 18:10

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 Manage

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.