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  • Can I issue a separate receipt for one matter in a bulk trust-to-general transfer?

    You cannot create a separate receipt for just one file when performing a bulk trust-to-general transfer. Bulk transfers produce one combined receipt for the entire transaction, not individual matter receipts.…

  • How to process a Bulk Trust to General Transfer in Law App – Video & Step-by-Step Guide

    Select the client trust ledgers you need, generate the EFT requisitions in bulk, then process the transfer through to your firm general account.

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