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Q: How do I change a cheque number?
A: Before you follow the steps below, ensure that you have the authority to change cheque numbers.
1.Select the Tools and Settings Cog from the top menu
2. Select Applicance Settings
3. Select Trust Accounting
4. Select Manage Chart of Accounts
5. Select the Account that you are writing the cheque from
6. Scroll down and edit the next cheque number
7. Change the Cheque number to the next in the sequence
8. Select SAVE and then go and write the cheque
See How to Change a Cheque Number
Q: How do I edit a Trust Cheque?
A: See How to Edit a Trust Cheque
Q: How do I clear a Trust Payment?
A: Once a Trust Cheque has been made and is ready to be cleared, it can be done so by going into the Trust Register, selecting the reference number of the cheque to be cleared and then selecting the ‘Clear Payment’ button from the top of the screen.
You will need to confirm the payment is to be cleared and that you have written evidence that it has been banked in the trust account e.g. bank statement.
See How to Clear a Trust Payment or Receipt
Q: How do I clear Trust Receipts?
A: This should only be done if you have confirmation that the funds have been cleared in a shorter time that estimated when entering the receipt.
Open the Trust Receipt. Select the small Clear Now words on the right of the receipt. Select Clear funds.See How to Clear a Trust Payment or Receipt