If you have received trust funds from a client with multiple matters, you can easily deposit the money into trust and then divide it accordingly with a few clicks.
1. Select Accounts from the left panel of the triConvey Companion Site Web App.
2. Under the Transactions tab, select the relevant trust account, if there are multiple.
3. Select Deposit Funds.
4. From the Allocated Matters section, use search to enter the first matter.
5. Add an Amount.
6. Select the Add Matter link to add the next matter.
7. Use the search to enter the client's next matter.
8. Add an Amount.
9. Enter the amount to be divided to each matter using the fields on the right side of the Deposit Funds window.
10. Select Process Only or Process/Open Receipt.
The Trust Account receipt will indicate payments across multiple matters.
Your Accounts View will also indicate the bulk transaction under the Description column.
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