Overview
You can void a trust transaction that was mistakenly entered from the Trust Transactions list page. After voiding a trust transaction, you can filter trust transactions by the Void filter.
Void Trust Transaction
Go to Trust Transactions page from the left navigation bar.
Click the "..." three dots icon under Actions column and click "Void".
Click "Yes, void Trust Transaction".
When voiding a transaction, it will add an indicator to each transaction, the voided transaction will say (Voided) under the number, the voiding transaction will say (Voided #transaction number) indicating that it voided another transaction.
You have successfully voided trust transaction.
Void Trust Transaction From Client Page
Go to Contacts page from the left navigation bar.
Click on the contact name to view a specific contact in the list.
You will be redirected to the Contact details page.
Go to Contact > Trust Transactions tab.
Click the "..." three dots icon under Actions column and click "Void".
Click "Yes, void Trust Transaction"
When voiding a transaction, it will add an indicator to each transaction, the voided transaction will say (Voided) under the number, the voiding transaction will say (Voided #transaction number) indicating that it voided another transaction.
You have successfully voided trust transaction.
Void Trust Transaction From Matter Page
Go to Matters page from the left navigation bar.
Click on the matter name to view a specific matter in the list.
You will be redirected to the Matter details page.
Go to Matter > Trust Transactions tab.
Click the "..." three dots icon under Actions column and click "Void"
Click "Yes, void Trust Transaction"
When voiding a transaction, it will add an indicator to each transaction, the voided transaction will say (Voided) under the number, the voiding transaction will say (Voided #transaction number) indicating that it voided another transaction.
You have successfully voided trust transaction.
Voiding Trust transaction transferred to another matter
When transferring funds to another Matter, how to void Trust transaction. Follow these steps:
Click on Trust Transactions tab
Click on Transfer Funds to Another Matter
Select a Matter
Enter an Amount
Click on the three dots under Actions > Void on transferred entry
Click on Yes, Void Trust Transaction
