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