Using Trust Money on a Different Matter

The system does not allow you to apply a TAP to multiple Matters of a Client.  Instead, you will need to move the Trust balance from the Matter on which it is sitting to the Matter you are needing to pay off in Orion.  To move trust money from one Matter to another (it must be within the same Client Number), you will use the Trust Transfer program by opening the AR Manager, and choosing ACTION, Retainer/Trust Transfer.  The following screen will appear:

Choose the Trust option and enter the Client-Matter Number on which the trust balance currently exists.  Enter the Bank Code for the Trust Account and enter the amount you want to transfer.  Click the ADD TARGET Button and enter the Client-Matter to which you want to move the trust money.  You may distribute the money to more than one Matter but all Matters must be under the same Client Number from which you are taking the money.  Once you have fully disbursed the amount, click the PERFORM TRANSFER Button.  Orion will create a TTO transaction on the Client-Matter from which the balance was moved and a TTI on the Client-Matter(s) to which the balance was moved.  Once you have established the balance on the correct Client-Matter, you may then create a TAP on that Client-Matter and move forward.