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Defining and Adding Matter Types to Trust Accounting V3
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For information on how to do this you can watch the below video or see the text underneath the video. |
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See updated article in Actionstep Help Center: https:// |
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Add Matter type to Trust Accounting (through Trust Administration)
Admin > Trust Accounting > Matter Types
The above screenshot shows that the system it is taken from only has one matter type which is used for Trust Accounting (they may have other types without Trust enabled).
To add another type:
Click the 
This will bring up a select box with the matter types not currently defined as using Trust Accounting.
Click on the Matter type to be added. Select the "Participant Type". The Participant type is the type of contact that you will be hold trust funds for. In most systems this will be the client.
Add a Matter Type to Trust Accounting (on creation of Matter Type)
Admin > Workflow > Action Types
By default the system goes to (Trust Accounting not required), leaving it in this state will ensure the Matter Type doesn't have Trust Accounting enabled.
To enable select the Trust Accounting Client type - this list is pulled from the main Participant type list and will include this participant in the table of Participants.
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