How to Reverse a Trust Transfer to Pay Bill

Steps:

  1. Click on Clients & Matters.
  2. Select the client where trust transfer to pay bill is posted.
  3. Click on Trust tab.
  4. Select the trust transfer to pay bill which needs to be reversed.
  5. Right click > Reverse > Yes.
  6. Select or enter a date of reversal.
  7. Enter a reason of reversal.
  8. Click on Post & Close.

Tips:

  • Make sure the date of reversal is in the same month.
  • A trust transfer to pay bill cannot be reversed if trust transfer check is posted.