Entering Retainer/Trust Deposits on Closed Matters

Updated April 14, 2025 17:54

This is correct. Orion will not allow you to save Retainer/Trust Deposits to closed Matters. You will need to verify that the transaction actually needs to be entered as an RDP/TDP, and, if it does, you will need to reopen the Matter by removing the "closed" date in File Maintenance Manager.

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Entering Retainer/Trust Deposits on Closed Matters

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