Overview
The reconciliation tool makes it so you can reconcile payments made, without manual entry, ensuring your bookkeeping is up-to-date.
Note: Only payments done outside of MyCase can be reconciled. This is because payments made directly in MyCase are automatically reconciled for you.
To reconcile a payment
Navigate to the Payments Tab.
Select Transactions from the drop-down.
Click View to open the Transaction Details.
From the Transaction Details page, click Reconcile.
Select a Contact from the drop-down.
Select the Apply To and choose whether to apply it to an invoice, trust request or trust account depending on which bank account the transaction was made to.
Click the Reconcile button.
A Reconciliation Success message shows you that the payment was successfully reconciled.
Select the Done button.
Once the reconciliation is complete, you can view the status, including:
The Invoice Number
The Case
The Contact
Who completed the Reconciliation
FAQ
Can I un-reconcile payments?
To un-reconcile a payment, select the View button on the Transactions page & select the Un-reconcile option.
What can I reconcile a payment to?
You can reconcile invoices, trust requests, and trust bank accounts in MyCase.
What happens if a payment is refunded after it has been reconciled?
The refund is automatically reconciled to the same place as the initial payment.
What happens if a payment fails after it has been reconciled?
The payment remains reconciled and shows that it failed on the Transactions screen.
What happens if a refund fails after being reconciled?
The refund will remain reconciled and show that it failed.
How do I link my LawPay and MyCase accounts?
Click "Connect to LawPay" in the LawPay tile of your Integrations & Apps page, and enter your LawPay credentials. Click here for further guidance, or contact our support team.