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CommunityIs there a way to create individual trust to operating transfers for each client rather than one bulk transfer?
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Is there a way to create individual trust to operating transfers for each client rather than one bulk transfer?

Lisa Ward (Customer) asked a question.

July 5, 2022 at 5:06 PM
Is there a way to create individual trust to operating transfers for each client rather than one bulk transfer?

Is there a way for LEAP create a transfer to for individual clients rather than one bulk transfer for all the clients? I want to be able to easily reverse an invoice if an error is discovered after billing without having to essentially reverse everyone's trust transfer. In PC Law, we could make the program treat each client as an individual trust to operating transfer so you could easily reverse that one client.

  • 5 answers
  • 216 views
Vicki Bradley likes this.

  • Lori Villiarola (LEAP)

    @Lisa Ward (Customer)​ 

    Thank you for reaching out to us here on our Community Page! You do not need to create your transfers in bulk. You can go to each matter and do a trust to operating transfer.

     

    Kind Regards,

    Lori Villiarola

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  • Lori Villiarola (LEAP)

    @Lisa Ward (Customer)​ 

    Thank you for reaching out to us here on our Community Page! You do not need to create your transfers in bulk. You can go to each matter and do a trust to operating transfer.

     

    Kind Regards,

    Lori Villiarola

    Expand Post
    Selected as Best

  • Lisa Ward (Customer)

    Thank you for the response. But we have hundreds of clients so we can't open each individual client to create the trust to operating transfer on each client. Is there a way to check off all the clients, but have it not do a bulk, one-transfer, but do individual transfers for each client?

  • Lisa Ward (Customer)

    Can LEAP please work on a way to do that? In PC Law, it was a box that could be checked to do individual trust transfers for each client when creating invoices in bulk. That way, rather than one bulk transfer for all clients, it would do individual transfers so if there was an error and an adjustment needed, only one client's invoice had to be reversed.

     

    Please let me know.

     

    Thank you.

    Lisa

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Is there a way to create individual trust to operating transfers for each client rather than one bulk transfer?