How to Transfer Trust Funds Between Clients

Comments

2 comments

  • Rebecca Ralls

    Hi Dawn,

    Associating Matters with the accounting data is a customization to the Accounting Seed OOTB package, so the answer depends entirely on how the customization was built. Without knowing how it was customized for your organization, I can't say 100% for sure, but some of the ways it might be able to be done would be with a Journal Entry - if you have a Matter lookup on the Journal Entry Line.  Or if you have a Matter lookup on the Cash Receipt, it could be done with multiple Cash Receipts - each one associated with a separate Matter - and then you could group the cash receipts with a deposit if it was actually a single payment.  

    0
    Comment actions Permalink
  • Rebecca Ralls

    If the setup is part of an integration with a managed package like Litify, you may need to check with Litify.  

    0
    Comment actions Permalink

Please sign in to leave a comment.