Trust

Trust is used for entering and tracking money held in trust for clients. It allows the office to manage the deposits and withdrawals of the client into the office trust account. These are usually for filing fees, rent withholding, and other purposes.

Add Trust

1) Select the client’s name from the list of Open Names or click on All Cases and enter a name to search for. Once you have selected the name, the case details automatically appear in the box at the bottom of the Trust slip.

2) Enter the Activity Date and the amount of the Trust Deposit or Trust Withdrawal.

3) Enter a reason for the deposit/withdrawal in the Comment box. Note: You must do this in order to save the record

4) There is an Office and Unit field to identify where the trust record came from in a multi-office program, such as the Bankruptcy Unit.

5) The Bank Name tracks the bank involved in the transaction

6) Press the Save/Stay or Close button.

7) Use the View Account Balance button to see the current total for this account. Note: To include the current slip, you must press Save/Stay first.

8) Use the Add button to save the record and go to a blank screen to enter another Trust record.

Search Trust

Searches for one or more trust records by specific criteria.