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
  • How to withdraw funds 
  • How do I enter a refund to a client from their IOLTA account? 

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 
  4. Click Disburse Funds
  5. Fill in the Amount
  6. Click Record Transaction

 

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