How to Track a Trust Fund?

Objectives

• Add Trust Fund
• Manage Trust Fund

Steps

To manage your Client's Trust Fund Deposits, you must:

Click on the Billing Module → Go to Clients→ 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.

Once adding a new trust fund, you need to select the client name, amount, the 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.

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

Thank you!