This guide provides a straightforward process for transferring trust funds between matters, ensuring accuracy and efficiency in financial management. By following the outlined steps, users can easily navigate the system, verify transactions, and maintain clear records. It is essential for legal and accounting professionals who need to manage trust balances effectively, making it a valuable resource for enhancing operational workflows.
1. Step 1: Initiate Trust Transfer Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Navigate to Matter
- Click Matter Tab
- Click on Matter with the Trust Balance you want to Transfer
- Initiate Trust Transfer Screen
- Click Trust Transfer
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2. ## Step 2: Understanding the Trust Transfer Screen
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Top of Screen: Displays the source account/project and the total trust balance available for transfer
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Transfer To Account: Select the account you want to transfer funds into
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Transfer To Project: Select the project/matter receiving the funds
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Date: Automatically defaults to today’s date (can be adjusted if needed)
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Bank Account: Auto-populates with the bank account associated with the source matter
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Trust Balance: Shows the total available balance that can be transferred
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Transfer Amount: Enter the amount you want to transfer
Verify all information is correct and click Transfer. Success Message will appear at top of matter screen.
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3. ## Step 3: Review Transaction
To verify your transfer:
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Go to the Trust Transactions tab in the original matter
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Confirm the transaction appears as a negative amount (e.g., –$3,000)
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Navigate to the destination matter (e.g., John Tucker)
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Click on the Trust Transactions tab
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Confirm the transaction appears as a positive amount (e.g., $3,000)
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