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Requesting Payment for a Third Party from the Trust (or Client) Account

NOTE:  Trust requests can be enabled in all Actionstep system except for Australian customers that fall under the Queensland or Uniform regulations. If you are interested in this functionality, contact Actionstep Support to learn more.

NOTE:  UK users should refer to Creating a Client Account Payment or Payment Request (UK) for information on client account requests.

On behalf of your client. you can request to make a payment from a trust account to a third party. Issuing a payment request enables an approval process, ensuring that designated approvers review and authorize the transaction before it proceeds. This adds oversight, supports compliance requirements, and provides a clear audit trail, which is especially important for legal and regulatory purposes within Actionstep Practice Management.

You can also export a list of payment requests to share with your bank.

 

Requesting a Trust Payment

To request a payment:

  1. In Practice Management, do one of the following:
    • In the main menu bar, 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. The Trust Request page appears. (Go to Step 2.)
  2. On the Trust Request page, click Make Payment. The page is updated to show payment options.
  3. Click Add payment details.The Payment Details for Trust Request window appears.
  4. In the available fields, enter the details about the request.
  5. Once all of the relevant details have been entered, click Save.
  6. In the Approvers section, click Add approver and add anyone that needs to approve the trust request (e.g., solicitor and trust accountant).

  7. In the Assignee area, click Not assigned and add the approver's name.

The trust request will be sent for approval. (See Approving a Trust (or Client) Request to learn more.)

 

Exporting Trust Payment Requests in Bulk

You can view and export your trust payment requests in bulk. The transaction list (with all the details you've specified) is exported as a CSV file, which you can then review and share with your bank.

 

To do this:

  1. In Practice Management, go to Trust > Requests >Trust  Request List.
  2. Apply any filters or sorting options you need to find the specific request you want.
  3. Once the list is as you expect, click the More drop-down list, and choose Export.

You can then review and share the file with your bank.

 

How-To Video

Updated