Transfer Funds Between Matters

Occasionally you will need to Transfer Trust Monies between two matters. This may occur when Sale Proceeds are being transferred to a Purchase file with the same client.

To Transfer Funds between two matters:

1. Navigate to the Matter where the Trust Monies are held

2. Select the Transactions tab

3. Click the Transfer Funds button

4. Enter the amount that is being transferred

5. Enter the Matter that the funds are being transferred to

6. Enter the Reason that the funds are being transferred

7. Click Process

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