Client/Trust Matter to Matter Transfers

Overview

Client/Trust funds can be moved from one matter to another via the following procedure. 

Performing a Trust Matter to Matter Transfer

1. Navigate to the matter you wish to transfer funds from and open the Matter.

    Note the balance displayed in the Client/Trust - Cleared funds balance financial tile. 
    

2. From the Matter Actions menu, select Requisitions. 

3. Click on New Request located on the top right, then select Matter to matter request.  

4. The Request Matter to Matter Transfer screen will appear. The Journal Type (Client/Trust) and From Matter fields will be pre-populated. Select the relevant Client/Trust Cash Account.

Note - only cleared trust funds can be transferred to another matter. 

5. Enter the Amount to Transfer. 

6. Enter a Required on date for the transfer.  

7. Enter a Reason for transfer.

8. In Transfer To, search for the matter you wish to transfer funds to, by typing the Matter Number or Name into the Matter field.

9. Begin typing the name of the Approver into the Approver field and select from the list located at the bottom right.

10. Select the Request button in the bottom right of the screen for the request to be available to approve. 

Note: Where a request for transfer has been made, the approver will be able to view the request, approve and complete the transfer.