Post a Trust Receipt

Post a Trust Receipt


When trust funds are received from a client for their trust account, a Trust Receipt needs to be posted.

Choose the Trust module > Receipt tab
Enter the File Number and click OK
Fill in the receipt details. Pay particular attention to the date
The Recevied From field and the Amount field are the only two required fields
When all your detail is entered Click Post or click New to enter another receipt and post this item in batch later

Tip! Note the small round buttons beside the Received From field and the Reason field. These are "Hot Spot" buttons. Click to automatically insert commonly used data into the field. Clicking the Received From button automatically inserts the client's name. Clicking the Reason button automatically inserts the text "Received on Account".

Once the receipt is posted, it is written to the General Ledger. Checks can then be written on the account.

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