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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Submitting Trust Requisitions and Processing into Payments
Submit a trust requisition from the file in Law App, finalise it, then process it into a trust payment from Accounts > Trust > Requisitions.
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