Transfer funds between Matters

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.    The Transfer Funds window will appear. Enter the following information:

1. The Amount being transferred.
   
   
2. The Matter that the funds are being transferred to.
   
   
3. The client's name in the Authorised By field to note that they have authorised the transfer.
   
   
4. The Reason that the funds are being transferred.
   
   
5. An Internal Note for your firm.
   
   
6. [Optional] Generate the PDF of the transfer details immediately after processing.

5.    Select Process.