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Entering a Trust PaymentAnchor enter enter
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Matter Balance: This will automatically update once you have entered the amount and will show the matter balance after this payment is finalised.
Step 4: After entering all of the relevant fields above, check your data. Then you can click on the Finalise and Print payment on the bottom left of the page.
Step 5: You will get a successful message at the top of your Trust Register. Click on the green button to open the report to print.
Click on the Trust reference number to re-open and look at your trust payment.
EFT Payments and Bank Ref #Anchor EFTbank EFTbank
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This is the only change allowed on a finalise trust payment
If you do not wish to have this message continue to appear, it can be turned off in the Appliance Settings under the trust heading.
OverdrawsAnchor overdraw overdraw
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You should be extremely cautious when reversing trust payments as trust accounts are a highly regulated and scrutinized aspect of law firms. Non-compliant trust accounting activities are the highest cause of lawyers being penalised or losing their practising certificates.