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How to Reverse a Trust Transfer to Pay Bill
Steps:
- Click on Clients & Matters.
- Select the client where trust transfer to pay bill is posted.
- Click on Trust tab.
- Select the trust transfer to pay bill which needs to be reversed.
- Right click > Reverse > Yes.
- Select or enter a date of reversal.
- Enter a reason of reversal.
- 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.