Trust Transfer Record
You can transfer trust funds from one matter to another. There may be a few reasons for this:
- A client provides one deposit from which you want to move to additional matters of theirs, as needed.
- Funds change from one bank account to another.
- You are handling both sides of the matter (e.g. Real Estate transaction) in which money must move from one client’s ledger to another.
You can learn how to complete trust transfers here! Those transfers will then be displayed, along with their reasoning, in this report.
To access this report, go to Reports > Trust > Trust Transfer Record.
For Canadian users, this report is located under Law Society Compliance Docs.
Report Filters
- Trust Bank – Choose the particular Trust account for which you wish to see activity. You can also choose to see all activities across all Trust accounts.
- Date Range – You can capture the range of banking activity you wish to see or customize the date range to be covered in the report.
View/Download
Click View to preview the report or to download, select the preferred format (Excel/pdf) and click Download.
Sample Report
