NOTE: In the UK, trust accounts are called client accounts. Throughout this article, any reference to a trust account also means a client account.
In this article, you will learn how to associate a trust account with a matter. This is not to be confused with setting up the trust account itself, which you should do before completing the instructions in this article. (See Configuring/Editing Trust Bank Accounts for more information.)
Before you begin:
- You must enable trust accounting for your specific matter types. To learn more, see Adding a Trust (or Client) Account to a Matter Type (Admin).
To associate a trust account with a specified matter:
- In Actionstep, view the matter you want to associate with the trust account. (See Editing a Matter for help.)
- Click the Trust Account menu icon.
The Trust page is displayed, showing the Overview tab. - Click Add an account. Fields appear for you to enter your account information.
- Provide the required information and click Save when you are finished.TIP: The Account Opening Date typically matches the date of first entry.
TIP: You might also consider opening a trust account when a user completes a specific step in a matter workflow. This step can be required (automatic) or optional. To learn more, see Creating Steps on your Workflow and Edit Workflow Step Screen - Trust Accounting Data. This can save the user time as they able to open a trust account when opening a matter (if added to the start step) or on a specified step without having to access the trust accounting tab on a matter manually.
Related Articles:
- Getting to Know the Trust (or Client) Account Settings Page (Admin)
- Setting Up Trust (or Client) Accounting (Admin)
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