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Reversing a Trust Payment

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Entering a Trust Payment

Step 1: Go to your Trust Accounting Register by clicking on the red courthouse icon, from the top menu bar. 

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Step 3: Fill out the fields on the Trust Payment - See information on each field below.

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Fields:

TOP HALF OF TRUST PAYMENT

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Click on the Trust reference number to re-open and look at your trust payment.

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Overdraws

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

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