Deleting Deposits

Overview

This tutorial will walk you through the steps to enter a delete a deposit in TrustBooks.

Steps:

  1. From the Navigation Pane, select View Clients and Matters List under the Clients & Matters drop-down menu: 

  1. All active matters are displayed on Clients & Matters List page. Click on the client with the deposit you wish to delete.

  1. Click on the deposit that you want to delete.

  1. 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:

  1. A confirmation will pop-up. Click OK to finish deleting the deposit.