To Enter a Trust Payment Transaction from Main Matter Page:


  • Go to Main Matter Page > Select the Matter > Click Trust Payment



In the Trust Withdrawal Window:



  • Type in the amount
  • Choose the type, either check or wire-ach/in.
  • Choose your method of payment


When ready, Click Save.



To Enter a Trust Payment Transaction from Matter Details Page:


  • Go to Main Matter Page > Select the matter > Click Details or double-click on the matter.



  • On the Matter Details Page > Click Banking Tab >Trust Transactions > Choose Payment



Note: Also make sure to add a memo for all trust transactions to keep a record of what the trust transaction is for.