Configure transaction aggregation for all EFT payments and cheque/cash deposits
Transaction aggregation can save your practice a substantial amount of time, as well as reducing task-switching and several other common causes of human error. Combined with the ABA export feature, it allows you process all of your electronic payments without manually copying or re-entering any information. For bank deposits, it provides an important verification step to ensure that all cheques and cash are present and correct.
Due to the substantial benefits offered by transaction aggregation, we recommend that you configure all electronic payment activities to use aggregation, as well as all cash/cheque receipt activities. Although this results in multiple activities servicing each transaction type, it more closely models the way you do business. ContactsLaw will intelligently select the most appropriate activity wherever possible.