Debra Thomas (Customer) asked a question.
How do you transfer a trust balance from one matter to another
How do you transfer a trust balance from one matter to another
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Debra Thomas (Customer) asked a question.
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We use the "Journal Transfer" feature in the trust funds tab. It will allow you to withdraw the funds from one matter and deposit them into another matter
https://community.leap.us/s/article/Enter-a-trust-journal-transfer#@desktop:create-a-new-trust-journal-transfer