- To add any Trust Transaction, you must first select the Matter, on the main Matter screen.
- Choose the type of transaction (deposit, check etc) and it will relate ONLY to this matter's trust funds.
- The trust transaction tab can also be used for trust retainers. To do this, click the "Trust Transaction" button on the right. Choose deposit as the type and this will increase the matter's trust funds.
You can also add a Trust Transaction by:
- Selecting the Matter > Click Details
- On Matter Details page > Click banking tab
- Under Transactions section > Click Trust Transactions