How to Change a Trust Cheque Number

Owned by Karen McDonald
Last updated: Jun 29, 2023 by Gemma Heidemann
2 min read

There will be times when you need to update the next Trust Cheque number. Usually this will only happen when you are converting from an old system or are changing cheque books.

 

This method should NOT be used when a cheque has been written incorrectly or needing to be changed. Please see link here for how to reverse or cancel a trust cheque.

Before you follow the steps below, ensure that you have the authority to change cheque numbers. 

If you are unsure then do NOT proceed until you have authority.

  1. From the navigation bar at the top, select the Trust Accounting icon

  2. From the green Register drop down, choose Chart of Accounts

     

  3. Select the Trust Account that you are changing the cheque number for. This is especially important if you have multiple trust accounts.

     

  4. 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

Note: If you are changing the cheque number to a number before the current cheque number, ensure that you follow these steps again to ensure accuracy of cheque numbers.
This is especially important if you are changing trust cheque numbers.

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