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Editing Workflow Step Actions - Trust Accounting Data (Admin)

When setting up a workflow step, you can choose specific actions that should take place. This article covers how to adjust trust accounting-related step actions. Specifically, you can choose to have your matter automatically open a trust accounting record for this matter as the user moves to this step.

NOTE:  To process trust funds through a matter, you must add an account to it. This is the process of selecting which trust bank account you will use to store client funds. See Associating a Trust (or Client) Account with a Matter.

 

To do this:

  1. In Actionstep, go to Admin > Matter types. The Matter Types page appears.
  2. Click Settings for the matter type you want to set up a workflow for.
  3. Click Manage in the Workflow section. The Workflow page appears.

  4. In the Steps list (right side of the page), select the step you want to edit.
    The Edit workflow window appears. 

    NOTE:  To learn how to add a step, see Creating Steps For Your Workflow (Admin).

  5. In the Step actions section, toggle Trust accounting data to on. A Trust Accounting section is added below.
  6. Click either the Current account or Investment account drop-down lists and choose from the following options: 
    • (Not applicable): Choose this option if you don't want to prompt users to open a trust bank account on this step change.
    • Optional: Choose this option if you want to give users the chance to choose whether to open the trust account.
    • Required: Choose this option if you want to force the user to open the trust account.
  7. When finished making changes, click Save.

If a trust account has been added to the matter when the user moves to the step, the accounts and their status will be listed.

NOTE:  While the terms Optional and Required for this setting indicate users can still choose not to add a trust account while moving to a new step, Required dictates whether the checkbox to add an account is selected or not.

 

Additional Resources:

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