Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

To create a trust cheque select the trust tab, the red courthouse icon, from the top menu bar. 

Image RemovedImage Added

From the trust register, select the cheque button. 

Image RemovedImage Added

Account: Make sure the account selected is where the funds to be drawn are currently in. 

...

Under legislation surrounding trust accounting in Australia - matters may not be overdrawn in their own right. Therefore if a trust cheque will result in a matter having a negative trust balance, an error message will appear.  

Image RemovedImage Added

Note: Physical cheques can be printed in the same format/layout as either PcLaw cheques or QuickBooks cheques.

...