Associating a Trust Account with a Matter

Modified on Tue, 07 May 2024 at 10:29 AM

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.)

To associate a trust account with a specified matter:

  1. In Actionstep, edit a matter. See Editing a Matter for help. 
  2. Click the Trust Account icon. The Trust page is displayed, showing the Overview.
  3. Click Add an account. Fields appear for you to enter your account information.
  4. Provide the required information and click Save when you are finished.

    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.



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