Disburse a settlement payment to a client from a Trust Account

Go to the Matter

On the specific matter details page, click the "Trust Transactions" tab

Click "Add New Transaction"

Enter Description

Enter Transacted At date

Enter Amount

Select Type: Withdraw

Select Payment Method (check, wire, etc.)

Enter Reference Number (check number)

Select Vendor (this should be the client's name they are sending the settlement to)

Click "Attach From Computer" to upload files for your trust transaction

Click "Save"