Trust Accounting - Post a Receipt

Post a Trust Receipt

When trust funds are received from a client, a trust receipt needs to be posted:

Select the Trust module > Receipt tab.

Enter the file number and click OK.

Fill in the receipt detail.

The "Received From" and "Amount" fields are required fields.


When the detail is entered click Post, or Click the New icon to save the receipt and enter a new receipt to post in batch later.

TIP: Note the small round buttons beside the Received From and the Reason fields. The button beside Received From will insert the client name into the field. The button beside Reason will insert "Received on Account" into the Reason field.

Once a receipt is posted, trust funds are available and trust checks may be written from that matter.

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