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Articles in Trust

Credit Card Payment to Trust Account
Credit card payments can be applied to the trust account.

What to do if you have entered a trust deposit in error?
What to do if you have entered a trust deposit in error?

Things to Know: Trust Accounting
Answers to qeustiosn related to this section.

Is it possible to find out what client/matter a trust check was written for?
YES! Print the Cash Disbursements Detail Report located under G/L Reports (not the simpler Cash Disbursement Listing).

How to Add Trust Balances:
All money in the trust account must be assigned to a matter.

How to transfer the trust balance from one matter to another.
If you have to transfer trust monies from one matter to another follow the stpes below.

How to prevent certain trust transactions from appearing on the bill.
Sometimes adjustments are necessary to correct trust accounts but you might not want to show these mistakes on the bill.

How to manually input trust amount to a contingency bill.
Follow these steps to manually input trust amount to a contingency bill.

How to run a bill with a trust account
Follow these steps to bill from a trust account.

Deleting Trust Transactions
There are times when a deposit is made into the wrong account, wrong matter or any other reason and you want to remove it from the Matter Trust Ledger

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