Trust Accounting - Transfer Trust Funds from One Matter to Another

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Trust Accounting - Trust Transfers

 

You can use the Trust Transfer function to automatically move trust funds from one matter to another. The trust transfer posts a trust check on one file and a trust receipt on the other.

 

Choose the Trust module
Click the Transfer button (to the left of the Trust module button)

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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 you cannot transfer funds between files that are assigned different bank accounts. In that case you would need to post an actual trust check and receipt.

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