How to Move a Transaction Between Clients
Overview: This article will walk you through the steps of moving a transaction from one client to client.
Steps:
- Locate the Client or Matter containing the transaction you wish to move by searching the Client Name in search bar at the top right of TrustBooks.
- The View Clients and Matters List will populate with the search results. Select the Client Name containing the transaction you wish to move.
- The Client Ledger will open. Select the transaction you wish to move by clicking anywhere on the blue text.
- Depending on the transaction type, the Edit Payment or Edit Deposit page will open for the selected transaction. Update the Client and Matter fields to the correct client.
- Select the Update button to save the changes.