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1.1.    Transfer from Trust to General

 


There is the ability within Wise Owl to make a transfer directly from the Trust Account into the General Account to pay for invoices that your firm has issued to the client. 


This Transfer of Trust to General can be accessed by going to one of two places.

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You can also choose to apply the amount yourself by choosing the Custom option, applying your changes and then pressing save.

  


Custom Edits made to the application of funds will then show a purple edit image next to the line.

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