Overview
When you have additional trust funds for a client that exists on one matter that you would like to move to another matter to apply to an invoice, you can transfer the available trust funds to another matter.
Trust Transactions Page
Go to the Trust Transactions list page from the left navigation bar.
Click on the "Transfer Funds to Another Matter" button.
In the Trust Transfer pop up window, choose the "From Matter" to transfer trust funds from this matter.
Choose the "To Matter" as the matter to transfer the trust funds.
Click "Transfer".
You will see a confirmation dialog to confirm that you want to initiate the trust transfer. Trust balance for the matter will be transferred to the new matter.
If you are ok with the warning, then click "Yes, transfer to selected matter."
Choose "No, don't transfer" to cancel action.
Congratulations! You have successfully transferred trust funds to another matter.
Matter Specific Trust Transactions Page
Go to the Matters list page from the left navigation bar.
Click on a matter name for a specific matter to view details.
On the matter details page, click on the "Trust Transactions" tab.
In the Trust Transfer pop up window, you will see the "From Matter" filled in as the current matter's name.
Choose the "To Matter" as the matter to transfer the trust funds.
Click "Transfer".
You will see a confirmation dialog to confirm that you want to initiate the trust transfer. Trust balance for the matter will be transferred to the new matter.
If you are ok with the warning, then click "Yes, transfer to selected matter."
Choose "No, don't transfer" to cancel action.
Congratulations! You have successfully transferred trust funds to another matter.
We recommend verifying the data has been transferred correctly and checking reports to confirm A/R looks correct.
Let us know if you have any questions!