Occasionally you will need to transfer Trust Monies between two matters. This may occur when Sale Proceeds are being transferred to a Purchase file with the same client.
1. From the triConvey Companion Site Web App, open the Matter where the Trust Monies are held.
2. Select the Transactions tab and select the relevant trust account from the left menu.
3. Select Transfer Funds.
4. Enter the Amount that is being transferred.
5. Enter the Matter that the funds are being transferred to.
6. Enter the Reason that the funds are being transferred.
7. Select Process.
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