Objectives

• Add Trust Fund
• Manage Trust Fund

Environment

• Money Module 

Procedure

To track and add Trust Fund, from Money Module → Clients → Trust Funds.

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The system will redirect you to view all the trust funds you have.

You can Add new Trust Fund from the Tools wheel.

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You will be able also to View/Edit or Delete the Trust Fund from the wheel on the left side in every line level.

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