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How to Record a Negative Trust Balance

Objective:

  • How to Bring Over a Negative Trust Balance from other programs 

Environment:

  • Clio Manage

Additional Information:

KCS - How to Add Trust Funds to a Client
KCS - How to Disburse Trust Funds 

Answer:

1) Add a Transactions of a larger number than the outstanding amount

2) Add a disbursement of the owed(negative) amount

3) Delete the Transaction of the outstanding amount. 

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