Voided Trust Account Check Did Not Return Monies to Client-Matter Trust Balance

  • Updated

Voiding a Check has no effect on the Time and Billing module or on the Client-Matter’s trust balance.  In order to return the money to the Client-Matter’s trust balance, you must also void the Voucher.

Please Note:  If the Trust Transaction (TAP/TDS) created by the original posting of the Voucher has appeared on an Invoice, you will be unable to void the Voucher until you have unposted and voided the Invoice on which it appeared.

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