Transferring money between Trust Accounts

This article will walk you through the steps to move money from one Trust Account to another Trust Account. 

Step 1: Start on the Dashboard Page and select Transfer Money

Step 2: Select the Date and Trust Account you will be transferring the money FROM:

Step 3: Select the Matter, enter in the Amount and the Description 

Step 4: Select the Trust Account from the drop down of where the Money will be transferred TO

Step 5: Fill in the Matter, Amount, and Description and select Transfer Funds

 The Print Checks windows is displayed. 

2. Select the checks you want to print by selecting the check boxes to the left of the check.

Note: You can select all checks to print by selecting the top check box and it will select all checks in the print check window. 

5. Click the Print Selected button.

6. The Set Printing Options will then pop up. Enter the starting check number you want for your check. If you have already printed a check it will default to the next number in the sequence. You can also adjust this number by typing directly into the box.  7. Select Print. 

This article will walk you through the steps to move money from one Trust Account to another Trust Account. 

Step 1: Start on the Dashboard Page and select Transfer Money

Step 2: Select the Date and Trust Account you will be transferring the money FROM:

Step 3: Select the Matter, enter in the Amount and the Description 

Step 4: Select the Trust Account from the drop down of where the Money will be transferred TO

Step 5: Fill in the Matter, Amount, and Description and select Transfer Funds