Transfers between Matters
Transferring between matters is very similar to transferring between bank accounts.
To start a transfer between matters, you will need to go on to the Trust Register and select the drop down arrow on the Blue Transfer button.
- 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.
