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In this article, you will learn about some of the day-to-day trust accounting activities you can transact from within a matter.
Please note that you will have to enable trust accounting for the respective matter type before you can access the trust accounting module within the matter. To learn how to do this, please see Trust Accounting Configuration (coming soon!).
Getting Started
To access the trust accounting module from within a matter, click on this icon 
within the 'Matter Navigation Bar'. Doing so will take you the trust accounting overview screen, as per the sceenshot below.
Opening a New Account
If you haven't already done so, you will need to open an account for the matter, by clicking on 'Add an account' as highlighted in the screenshot above. For more information on opening a new account, please see this article.
Trust Transactions
Below is a list of the transactions you can process after you have opened up a trust account for a matter.
Receive Funds: Use this option to record any funds that are receipted to the trust account for the specified matter. To learn more about this process, please see Trust Receipts.
Make Payment: Use this option to record any payments that are made from the trust account for the specified matter. To learn more about this process, please see Trust Payments.
Transfer Funds: Use this option to transfer trust funds between matters for which the client is the same person. To learn more about this process, please see Trust Transfers.
Transaction History: Use this option to see an overview of any transactions occurring within the trust account for the specified matter. You will be able to drill down into any of the individual transactions for a detailed breakdown of each entry.
Statements: Use this option to generate trust statements for the specified matter. You can either choose to create a one-off statement or run a batch of multiple statements.
Receive Interest: Use this option to record interest receipted into an interest-bearing (investment) trust account. To learn more about this process, please see Trust Interest Receipts.
Reconcile Accounts: Use this option to reconcile your trust account for the month. Clicking this option will navigate you to the 'Trust Bank Account Reconciliations' section. To learn more about this process, please see Trust Reconciliations.
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