Trust Accounting - Transfer Trust Funds from One Matter to Another

Trust Transfers from One Matter to Another

The Trust Transfer function automatically moves trust funds from one matter to another. The trust transfer posts a trust check on one matter and a trust receipt on the other.

Select the Trust module > Transfer icon (to the left of the Trust icon).

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Enter the From File Number
Enter the To File Number
Enter the Amount
Enter the Transfer Date
Enter the Reason

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Click Post.

Note: Trust funds cannot be transferred between matters that are assigned different trust bank accounts. When this is the case, a Trust Check must me posted from one matter, and a Trust Receipt posted in the other.

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