...
Alternatively, watch the video by clicking here > How to enter a Trust Payment
On this page:
Trust Accounting - New Trust Payment#Fields
| Anchor | ||||
|---|---|---|---|---|
|
Step 1: Go to your Trust Accounting Register by clicking on the red courthouse icon, from the top menu bar.
...
Step 2: From the Trust Accounting register, select the Trust Payment button
...
Please set this first before entering any details of the trust payment.
...
Step 3: Fill out the fields on the Trust Payment - See information on each field below.
...
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.
...
| Anchor | ||||
|---|---|---|---|---|
|
...
Please only do this if you understand the consequences and legislative impacts of Overdrawing a matter or account.
...
A transaction is locked once entered. Any attempt to change the transaction MUST NOT change the original transaction. A request for a change must create a new transaction, that has the effect of reversing the original transaction.
...