How to transfer trust between clients and matters

Transfer trust is used for transferring the trust money from one bank to another or one client to another client in the same bank or different bank.


  1. Click on Daily Activities > Transfer Trust
  2. Enter the date of transfer.
  3. Select or Enter the client number from where you want to transfer the funds.
  4. Select an appropriate bank.
  5. Enter the amount to be transferred.
  6. Enter the client to whom these funds are to be transferred.
  7. In case it is the same client, enter the same client number.
  8. Select or Enter the bank where the funds need to be transferred.
  9. Enter the reference or you may leave this blank.
  10. Enter the description of this transfer.
  11. Click on Save and then Post and Close.


  • After you click on Post and Close, the funds will no more appear in the client and matters for that client from where funds are transferred.
  • If the transfer is from bank to bank for the same client, the bank where the transfer is made will show the transaction.