Moving Trust Transactions from one Matter to Another

  • Updated

No, there is not easy way to change the existing transactions. Prior to writing the checks, you would have been able to use the Retainer/Trust transfer feature to move the funds to the correct Matter.

If the check has not been cashed/deposited, you can void the check(s), use Retainer/Trust transfer to move the funds, and then reissue the checks.  If voiding the check(s) is not an option, you can enter a TDP in AR Manager to place the funds back on the Client-Matter Ledger, use Retainer/Trust transfer to move the funds to the correct Matter, and use TDS through AR Manager to disburse the funds.

SN: Since trust funds are involved, it is recommended that you use detailed descriptions for the TDP and TDS.

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