If you want to make trust/client accounting options available in your matters, you must first enable trust accounting for the associated matter type. Setting up trust accounting for a matter type means the Trust account menu icon will be available for all matters of that type. 

Once this option is enabled, you can then associate a trust account with individual matters. See Associating a Trust (or Client) Account with a Matter to learn how.

To enable trust accounting for a matter type:

1. In Actionstep Practice Management, go to Admin > Trust accounting. The Trust Accounts page appears.
2. In the Matter types section, click Add Matter Type.
   
   The Add Matter Type to Trust Accounting window appears.
3. In the Matter Types list, click on each matter type you want to add. Pressing Ctrl or Shift as you click lets you select multiple options.
4. Click the Client Participant Type drop-down list and choose the person the trust funds belong to. (Normally this would be the Client participant type on the matter.)
5. Click Add to save your changes. The matter type is now supported for trust accounting.