Learn how to reverse a trust transaction recorded in Smokeball.
- Open the matter and select the Transactions tab.
- Click on the trust account that contains the transaction, then click on the transaction.
- The transaction details window will pop up on the screen. Click on Reverse and add a reason for the reversal.
- Select Process.
The reversal will now show on the transaction list.
Transactions that cannot be reversed
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Transactions used for transferring funds from one matter to another cannot be reversed. These transactions can be identified with the description "Transferred to matter".
- Transactions that have been reconciled cannot be reversed. If you need to reverse in this scenario, get in touch with our team.