● Assign a trust bank account to a file and view the trust transaction list
● Deposit client funds into trust
● Transfer trust between files
● Trust outflow (including client refund)
The Trust view of a file is available only to the Amicus administrator and those users who are designated Billing Users or Supervisors. |
Important: You must assign a Primary client to the file before you can use trust on it. |
● From the Trust view of a file, select a trust
bank account to enable trust on the file. This account cannot be changed
once trust transactions have been saved.
● Trust
Balance: When a trust account is activated the Trust
balance on the file displays at the bottom of the window.
● Click Refresh below the list to update the list now. The list is also refreshed whenever you sort it.
1. From the Trust view of a file, click New to display a Trust Transaction dialog.
● Select Receipt from the Type
field.
2. Enter the transaction Date (default is today's date) and Amount, change the From name if desired, enter a Description, optionally select a different firm member in the Entered by field, and click Save and Close.
3. To print a payment receipt for the client, click the Print icon.
File to file transfer of trust is typically, but not necessarily, between files for the same primary client. However, the transfer must be between files using the same trust bank account.
1. From the Trust view of the file from which trust is to be transferred, click New.
● Select
File to File Transfer from the Type field.
2. Enter the transaction Date (default is today's date) and Amount, change the From name if desired, enter a Description, optionally select a different firm member in the Entered by field, and click Save and Close.
3. To print a payment receipt for the client, click the Print icon.
1. From the Trust view of a file, click New.
● Select
Check from the Type field.
2. Enter the transaction Date (default is today's date) and Amount, change the From name if desired, enter a Description, optionally select a different firm member in the Entered by field, and click Save and Close.
3. To print a payment receipt for the client, click the Print icon.
Payment of invoices from trust can be done at the time of invoicing and/or when an invoice is paid later.
Amicus Cloud (July 2023)
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