Article ID: 5545

Matter to Matter Transfer

Take the following steps to post a Matter to Matter Transfer:

  1. Select Matter-to-Matter Transfer from either the Data Entry / General Bank or the Data Entry / Trust Bank drop-down menu to transfer either retainer funds or trust funds, respectively.
  2. Select the bank account in the Acct box.
    NOTE: Funds transferred through this feature do not change bank accounts. If it is necessary to move funds into a different bank account, use the Bank-to-Bank Transfer feature after you complete the Matter-to-Matter Transfer.
  3. Select the nickname of the matter from which the funds are transferred in the From Matter box.
  4. Select the nickname of the matter receiving the funds in the To Matter box.
  5. Select the date of the transfer in the Date box.
  6. Enter the amount of the transfer in the Amount box.
  7. Select an explanation code or enter an extended explanation in the Explanation box.
  8. Click OK to process the transfer.