Objectives
- Add Trust Fund
- Manage Trust Fund
Steps
In App4Legal, you can track and add the Trust Funds.To manage your Client's Trust Fund Deposits, you must:
Click on the Money Module → Go to the " Clients" Module → "Trust Funds".
The system will redirect you to view all the trust funds deposits that you have.
You can add a new Trust Fund from the "Add" button.
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Once adding a new trust fund, you need to select the client name, amount, the deposited on deposited date, and the payment method.
You will be able also to View/Edit or Delete the Trust Fund from the actions wheel on the left side in every line level.
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