Deleting Deposits
Overview
This tutorial will walk you through the steps to enter a delete a deposit in TrustBooks.
Steps:
- From the Navigation Pane, select View Clients and Matters List under the Clients & Matters drop-down menu:
- All active matters are displayed on Clients & Matters List page. Click on the client with the deposit you wish to delete.
- Click on the deposit that you want to delete.
- Click the Delete button.
For Deposits containing multiple transactions, select the box to the left of the transactions you wish to delete, then select the Delete Selected button:
- A confirmation will pop-up. Click OK to finish deleting the deposit.