Ignoring Synchronized LawPay Transactions

Overview

This tutorial will walk you through the steps to ignore synchronized LawPay transactions. You would do this if you have already entered the transaction into TrustBooks. You should only import transactions that have not already been manually entered.

Steps

1. Start on the Dashboard Page.

2. Click the Import LawPay Transactions link under the Payments and Deposits section.

Note: TrustBooks synchronizes all LawPay transactions once an hour. Once the synchronization has completed all your posted LawPay credit card transactions will appear here. If you see the screen below then either TrustBooks has not synchronized or you do not have any processed credit card transactions that are pending to be imported into TrustBooks. TrustBooks only shows transactions that have been charged via LawPay. Not transactions that are pending processing.

3. Select the box next to the credit card transactions you want to ignore.

5. Click the  Ignore Selected Transactions button.

Note: At the top of the page you will see a message that says Transactions archived. Archiving the transactions hides them. This way you only see the transaction you manually entered. This prevents you from having duplicate entries. It is recommended to use the import feature to enter these transactions into TrustBooks instead of manually entry.