Posting a Trust Check

If a trust receipt has been posted to a matter and there is a balance of funds in trust, then a trust check may be written on that matter. The check amount may not exceed the available trust balance for the matter,

The Situation:

A $25,000 trust check has to be written to Bruce Park from the Estate of Sara Park.

The Solution:

From the Brief Accounting Home screen, select the Trust module icon > Check tab:

Enter "park" into the File No field and click OK:

        

A blank check for the File Number PARKB is displayed.

Enter the check details and click the Post icon:

Click Post again when prompted:

       

Conform (or change) the next check number as per the next check of your pre-printed check stock:

        

Print the check to screen to view the check output from Brief Accounting.

A three part check is printed:

NOTE: Please contact Brief Accounting Support regarding alternate check output options from Brief Accounting.