Moving Trust Money to Another Client

You can use the AR Entry Program to accomplish this.  Just enter a TDS on the Client-Matter where the trust deposit is currently sitting. As soon as you save the TDS, Orion creates a Bank Reconciliation transaction recording the money out of trust.  Next, enter a TDP on the correct Client-Matter.  Once you have done this, open the Trust Account in Daily Deposit Processing and create a Bank Rec deposit with the TDP. Now go into Bank Reconciliation on the trust account and mark both the TDS record and the deposit record as cleared.