Objectives

• Add Trust Fund
• Manage Trust Fund

Steps

To track and add manage your Client's Trust Fund , from Money Module → Deposits, you must:

Click on the Billing Module → Go to Clients→ Trust Funds.

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

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You can add a new Trust Fund from the Tools button"Add" button.

Once adding a new trust fund, you need to select the client name, amount, the deposited date, and the payment method. 

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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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For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!