Correcting a Trust Deposit (TDP) Entered in the Wrong Amount

  • Updated

Once a Trust Deposit has been saved, you cannot change the amount field. If it was entered for the wrong amount you will either have to delete the transaction or enter a TDS through AR Entry for the difference in the amounts.  If you catch the error right away you will be able to delete it; however, if an Invoice has been generated on the Client-Matter since entry of the TDP, you will have to enter a TDS to reduce the trust balance.  We suggest you place a short explanation in the description field to explain the TDS - for example, “to reduce original amount of TDP entered incorrectly.”

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