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Trust Request

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Overview

The Trust Request screen provides the user the ability to request the trust/retainer amount from the client. This process can be initiated from the Account tab(Party or Client) or your case management Matter, or you can navigate to the Trust Management app in the LawAccounting, and click on the Trust Request tab. Please refer to the installation guide on how to add Trust request buttons on the Matter, Party page layouts.

Creating a new Trust request

● Navigate to the Trust Request tab or click on the Trust Request button on you matter or Party record.
● Click New to create a new Trust Request.
● On the new Trust request dialog box enter the following information

  • Account: Your customer or payee of the trust fund
  • Amount: The Trust amount you are requesting
  • Bank Account: The Trust bank where you want to receive money of this request
  • Due Date: For your internal tracking purpose, see when you expect this Trust and when  you should start calling customers for not having this Trust amount in the system.

From the new Trust record tab, click one of the following 

  • Save: Will save the trust request. and bring the user to one of the following screens. If the New Trust request popup screen opens from the tab, it will bring the user to the list view. If the New Trust  request popup screen opens from the Account or Matter screen, it will bring the user back to those screens.
  • Cancel: Close the screen without saving the information ○ Save & Send Email: This will save the Trust request record and open the send email popup screen. Please see the Send email section for the details of this screen. The trust Request List view below shows the list of all the Trust requests, this is a standard Salesforce list view, users can add or remove any fields in this list view.

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