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• From the main Matters page:
  1. From the main navigation panel, click Matters.
  2. Select a matter, click on the 3 dots to the far right of the row, and from the drop-down, select Trust Transaction Withdrawal.
• Banking:
  1. Click on the Banking tab.
  2. Double-click on the Trust Account, and scroll down to view the account details.
  3. Click on the blue + Add New and select Add Withdrawal.

Trust Withdrawal Screen Fields

Bank	From the drop-down, select the trust bank from which you are withdrawing the funds. If you have multiple trust accounts, this list will only include those assigned to this matter.
Date	From the drop-down, click the trust withdrawal date.
Amount	Enter the trust withdrawal amount.
Type	From the drop-down, click the withdrawal type.
Ref #	Enter a reference number, if desired.
Method	From the drop-down, select the deposit method.Integrated Payments - Credit Card: Choose Credit Card from the drop-down menu if you wish to utilize your integrated payment option. Opting for an integrated payment will prompt an additional screen to appear, requesting payment details. Check: If you choose Check as the method of payment you can select to mark this as a check to be printed. it will be added to your check print queue. you can choose to print this check now, or later on.
Pay To	Complete the fields, if desired.
Memo	Complete the field either by typing or choosing from the drop-down.
Memo2	Enter the information you want to record for internal recordkeeping only.
Split Section	Confirm the pre-populated selection or use the drop-down to click a different account. 2300 Client Trust Funds and 2310 Client General Retainer (Trust) and their sub-accounts will display here. While not necessary, you can use these accounts to differentiate between settlement funds and retainer funds. You can default the appropriate account on the firm and matter level.
Remember Payee	Check the box if you would like to add this payee to your address book. If you do not wish to remember, leave the box unchecked.

Once you have completed the fields, take the appropriate action:

• • Click Cancel to exit the screen without saving the transaction.
  • Click the arrow beside the Save button and click:
    • • Save and New to save this trust transaction and enter another withdrawal.
      • Save to save this trust transaction and return to the Transactions screen.

If you click Save or Save and New, the system adds the trust transaction and associates it with its designated matter.