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.

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