Transfers between Matters
Transferring between matters is very similar to transferring between bank accounts.
To start a transfer between matters, 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
- Finalise your transfer.
