In this article:
You can request to make a payment from a trust account.
NOTE: Trust requests are currently available upon request for New Zealand customers only. Please submit an Actionstep Support request to have this enabled.
How-To Video
Requesting a Trust Payment
To request a payment:
- In Actionstep, do one of the following:
- If you're viewing a matter, hover over the Trust Account menu icon and choose Trust Request.
The Trust Request page appears. (Go to Step 2.)
- From the main Actionstep menu, click Trust > Requests > Trust Request.
The Trust Request page appears. (Go to Step 2.)
- If you're viewing a matter, hover over the Trust Account menu icon and choose Trust Request.
- On the Trust Request page, click Make Payment. The page is updated to show payment options.
- Click Add Payment Details.
- In the available fields, enter the details about the request.
- Once all of the relevant details have been entered, click Save.
- In the Approvers section, click Add approver and add anyone that needs to approve the trust request (e.g., solicitor and trust accountant).
- In the Assignee area, click Not assigned and add the approver's name.
The trust request will be sent to them for approval.
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