How do I access Trust Accounting?

Note: You will need system administrator permissions to change the accounting type.

To Enable Trust Accounting:

  1. Click on the Settings link in the top right corner of the screen
  2. Click the Edit button
  3. Click on the System tab
  4. Put a check next to Use Trust Accounting
  5. Click Save Changes

You will now be able to find the Trust Accounting section in a client or project (unless you have external accounting enabled). There you can add a trust and funds. You can transfer in and out of one trust to another and add deposits and disbursements. A Trust Report will also appear in the Reports tab.

Updated: December 22nd, 2009