How to move a transaction between Matters

Overview: This article will walk you through the steps of moving a transaction from one matter to another. 

Note: If the transaction happened during a month that has already be reconciled you will need to delete the reconciliation first before completing these steps. Here are the steps to delete a reconciliation: How to delete a Reconciliation

Step 1: On the Dashboard Page select the Trust Ledger for the specific bank account that the transaction is in

Step 2: This will open up your Trust Ledger and provide you a list of all transactions by date: Find the transaction that needs to be assigned to a different matter and click on it.

Step 3: Once the transaction is open. Select the matter it should be applied to in the drop down list. In this example we will be assigning the deposit from Katherine Stuart to Abigail Turtle.

Step 4: Select Update Deposit 

Step 4: The Trust Ledger will now appear and you will be able to confirm that the transaction has been assigned to the correct matter.