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FAQ
Overview
To save you having to open a new account each time you want to receipt in funds for the first time the account can be opened as part of your workflow.
To add this to a step in your matter type, navigate to Admin > Matter types > {your matter type} > Workflow > {your step}.
Turn on Trust accounting data and select the accounts to display on the step change.
Accounts can be configured to be optional or required. This setting determines if they need to be open or not when the step is changed.
Step change
