BULK PAY INVOICES FROM TRUST

BULK PAY INVOICES FROM TRUST

In addition to usual "pay one invoice at a time from trust funds" feature, a one click bulk pay invoices from trust funds is provided. Click on the Invoices button on the Dashboard, then select "Pay All Unpaid Invoices from Client Trust Funds" option. This feature must be used after carefully verifying all invoices because once executed, the entries cannot be automatically rolled back. The trust and payment entries must be manually deleted/edited if a need arises later. After running this feature, click on the Accounts button on the Dashboard to download the workbook to write yourself checks from trust and reconcile with bank records.

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