Can I Approve and Apply Funds from Client's Operating Balance with One Click?
Objective:
- Approve and apply funds from operating account at once
- Approve ad apply funds from the operating account before trust account
- Approve and pay bill using available funds in Client's operating account
- Approve and pay bill using available funds in Matter's operating account
Environment:
Additional Information:
- To pay a Bill using operating funds see here.
Answer:
- No, you can only approve and apply funds from Trust accounts in one step.