Shahzad Ahmad (Customer) asked a question.
How can i allocate trust funds from one matter to another matter of the same client.
In a real estate transaction, i have sale proceeds in my trust account and want to allocate the same to another purchase matter of the same client. not able to find a way in LEAP.
Hi @Shahzad Ahmad (Customer),
Thank you for posting on LEAP Community Discussions.
To transfer trust funds from one matter to another, please see our article regarding the feature 'Journal Transfer' by clicking here. This will allow you to move the funds between matters.
Let us know if you require further assistance.
Best regards,
Alex