Client with multiple cases - handling trust funds

Client with multiple cases - handling trust funds

Trust funds are managed at client level and can be used to pay invoices for any of the cases/matters of the client.  Users have option not to apply trust fund against some invoices because even though the system provides information how much funds would be used to pay a certain invoice, the system does not make a debit entry automatically in trust account (unless instructed to do so manually).  In some situations, trust funds may be used only for a particular case/matter. In this scenarios, a separate client record can be created and the case/matter in question may be moved (or created) under that new client; and trust fund be deposited against this new client.

 

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