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To clarify what controlled money is, the idea is that in AUS (and maybe elsewhere) clients have the ability to open a new bank account with an approved bank and make their law firm the manager of the account. So the funds always belong to the Client but the account is managed by the Law Firm.

First you need to setup the right number of bank accounts (as you would for a regular trust current or investment) except in the Trust Admin you select the bank account type as "Controlled Money" (or what-ever the alias is for that plugin). '

If you have a matter which has 4 controlled money accounts then you will need 4 GL accounts. This then means ANY matter can then have up-to 4 accounts. If you only add 1 GL account then your matters are limited to 1 controlled money account.

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