Trust > Transferring Trust between Files

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Transferring Trust between Files

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Use the Trust File to File Transfer function to reallocate Trust balances from one File to another, within a Trust Bank Account. This is typically, but not necessarily, between Files for the same Primary Client.

Transferring Trust funds

1. Click the Transactions button on the Amicus Toolbar in the BILLING-side Files, Clients, or Trust modules and choose Trust > File to File Transfer. Or, right-click on a File or Client in a Billing-side list and choose Trust > File to File Transfer.

2. The Trust File to File Transfer screen appears.
   
   

3. Enter basic information for the transfer:

   1. Bank Account—Trust Bank Account within which Trust is being transferred.

   2. Date—Date of the transfer.

   3. Transfer From—File from which Trust is being transferred. The amount available is shown at the right.

   4. Description—Description of the transfer.

4. Add one or more Files in the list below, and specify how much Trust should be transferred to each. The new Trust balance on each File is shown.

5. Balances for the currently selected File in the list are shown at the bottom of the screen.

6. Click Save & New or Save & Close to save the Transfer.

 

Related Topics

• Trust

• Looking up Trust

• Using the Trust Index

• Receiving Trust

• Paying Expenses from Trust

• Transferring Trust to AR