How to print Trust Checks

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)
• Two-Step Method (for more than one matter)

One-Step Method (for one matter)

1. Select Trust > Trust Demand Check Writer.
   
   The Print Trust Demand Checks window is displayed.
   
   
2. Complete the Screen with required information. Matter Number, ATM/Debit Card/Bank Charge Transaction, Payee, Date, Amount, Address, Memo, Description.
   
   
   
3. Click Print.
   
   
4. Verify Next Check Number and Check/Post Date are correct.
   
   
   
5. Click Print.
   
   
6. Click Cancel to close the check window.

Two-Step Method (for more than one matter)

1. Select Trust > Trust Check Requests.
   
   
2. Click Add in the upper-right. The Trust Check Requests – Add window is displayed.
   
   
3. Enter the Matter, Vendor ID, Account #, Amount, Description, Payee, Memo and Address information.
   
   
   
4. Click Done.
   
   
5. Click Done again to close the window.
   
   
6. To print the checks go to Trust > Print Trust Checks.
   
   
   
7. Select the Check Selection tab.
   
   
8. Highlight the checks to be printed
   
   
   
9. Click Print