Overview
You can add new trust transactions for your matter from the Trust Transactions tab.
Important Note: Trust transactions are immutable, once created, they cannot be deleted. Please confirm all details before creating trust transactions.
You can also:
Search and/or filter transactions
Export transactions to CSV
Add attachments to transactions
Download attachments for transactions in bulk
How To Add A Trust Transaction For A Matter
Go to the Matters list page
Select a matter in the table by clicking the matter's name
On the specific matter details page, click the "Trust Transactions" tab
Click "Add New Transaction"
Client and Matter will be auto populated by default
Enter Description
Enter Transacted At date
Enter Amount
Select Type
Select Payment Method
Enter Reference Number
Select Payer
Click "Attach From Computer" to upload files for your trust transaction
Click "Save"
You will be prompted to confirm your trust transaction details
Note: Trust transactions are immutable, once created, they cannot be deleted. Please confirm all details before creating trust transactions.
Click "Yes, Create Trust Transaction"
You have successfully created a trust transaction. You should see the trust transaction added to the ledger. You may need to refresh the page to view updates.
If you have any questions, please feel free to contact us.