If you receive one of the above messages when trying to print a Trust check (either from Trust Demand Check Writer or Print Trust Checks), read below to troubleshoot.
- Verify that the funds exist in the matter's trust account on the date of the trust check. E.g. if the check is being written for the 20th, and a trust deposit was entered on the 21st, the trust funds from that trust deposit will not be available for the check.
- You can verify this by opening Matter Trust Activity for the relevant matter, setting the End Date to the date of the check, and verifying the Trust Ending Balance
- You should also verify that you are not entering a trust check that will cause trust funds to go into overdraft on a future date due to another trust withdrawal at that time!
- Also follow the steps in this KB article, as they may also cause this issue: Trust Demand Check Writer/Trust Check Requests Reports Different Balance than Matter Trust Activity