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- Select ‘Between Matters’. This will take you the Matter Transfer screen.
- Choose the account the matters are associated with.
- Ensure the date of the transfer is correct
- Choose the matter you are transferring out of. The balances will automatically calculate.
- Enter the amount you are transferring from the matter.
- Select the matter you are transferring to and ensure the client and description is correct.
- You will need to enter a description i.e. the purpose of the transfer
- Once you have checked all your details, click 'Finalise' at the bottom of the page.
This will give you a Green success bar at the top of the page. From here, you can print your Transfer report.
You will also need to have the Trust Signatory sign this report. You can also print this report from the transaction (Found within the Trust Register)
