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