When and how do I use Trust Checks?

Trust Checks are used to make disbursements directly out of funds in trust for a particular matter. For example a Matter expense such as Court Fees.

CARET Legal does not allow you to use the standard Check/Hard Cost feature to draw from a Trust Account.

To create a Trust Check:

1. Click the Accounting icon to access the Accounting modal and select the Banks & Registers tab. Click New Trust Check from the menu that displays.
   
   
   Or,
   
   
2. Click in the top menu and select New Trust Check from the Quick Add menu.
   
   
   
   
3. A New Trust Check modal displays.
   
   Complete the fields:
   • Enter or select an ACCOUNT and MATTER from the drop-down lists. Only a single Matter can be selected per check.
   • Enter or select the recipient from the drop-down list in the PAYABLE TO field.
   • Use the calendar controls to enter a DATE.
   • Enter an AMOUNT less than or equal to the amount in Trust for that Matter.
     
     
4. Click SAVE & CLOSE or SAVE & PRINT.

You can view your Matter Ledger under the Ledger tab in the Matter details.