All Trust activity is processed using the Abacus Accounting Trust Module. There are 2 ways to process a trust check in the system:
One-Step Method (for one matter)
- Select Trust > Trust Demand Check Writer.
The Print Trust Demand Checks window is displayed. - Complete the Screen with required information. Matter Number, ATM/Debit Card/Bank Charge Transaction, Payee, Date, Amount, Address, Memo, Description.
- Click Print.
- Verify Next Check Number and Check/Post Date are correct.
- Click Print.
- Click Cancel to close the check window.
Two-Step Method (for more than one matter)
- Select Trust > Trust Check Requests.
- Click Add in the upper-right. The Trust Check Requests – Add window is displayed.
- Enter the Matter, Vendor ID, Account #, Amount, Description, Payee, Memo and Address information.
- Click Done.
- Click Done again to close the window.
- To print the checks go to Trust > Print Trust Checks.
- Select the Check Selection tab.
- Highlight the checks to be printed
- Click Print
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