Overview

If your system needs Trust Accounting to be installed prior to Configuration

Enable Top Navigation Bar Trust Menu

To display the trust menu in the top navigation bar, edit the permissions of the Trust_Menu and enable access to the appropriate system roles.

Note: You will need an administrative account to do the following.

First: Go to Admin > Users & Permissions > Menu Permissions.

Second: Click on "Trust Menu" which appears in the list. (Note that this may be on page two of the list if you have your list settings to show 50 rows).
User Guide > Trust Account Setup > worddavce1378f5a06e319e2164763a912317b9.png

Enable Action Menu Item

In order to display the Trust Accounting menu item in the Accounting menu inside a matter, make sure you have installed this menu item in the "Action_Details_Accounting_Menu"

User Guide > Trust Account Setup > worddav540e9ac6c0cdfe114cd33ce30f08514c.png