2017

Download for FREE

KCS - How To Disburse Trust Funds

Objective:

  • I have extra client funds; how do I give the trust funds back? 
  • How to give a client back trust funds
  • How to return client funds
  • How to Disburse funds
  • How to pay a third party charge or fee from Trust

Environment:

  • Transactions subtab
  • Matter
  • Contact

Additional Information:

Any other pertinent information here.

Procedure:

  1. Go to the Contact or Matter depending on where the trust funds are located. 
  2. Click the Transactions sub tab.
  3. Select the Trust Ledger and the in the right corner click Disburse Funds.
  4. Fill in the Amount and the click Disburse Funds.

 

Was this article helpful?
Have more questions? Submit a request