1. Click finances

​

2. Click trust ledger

​

3. Hover over your payment to the other lawyer, and click edit details

​

4. Here you can edit the paid to title

​

5. If you wish to make changes to the sale price click view sale price, and it will take you to your statement of adjustments tab

​

6. You can view the balance due on closing and add deductions here
​
​

7. To add deductions, click on add item

​

8. You can select wire fee or create a custom item

​

9. Click the deduction amount box and enter the amount
​
​Note, any amounts entered here are automatically deducted from the balance due on closing, you do not need to add a negative sign before the deduction amount

​

10. Once you have entered your deductions, you will see the paid to on closing amount that will be displayed in your trust ledger

​

11. To delete a deduction item, click and hold the trash can icon
​
​

​
​

​