To save you having to open a new account each time you want to receipt in funds for the first time the account can be opened as part of your workflow. In the video below you can see how to add to your workflow the option to display what trust accounts are open and to prompt the user to open one if it is not.
...
| Info |
|---|
See updated article in Actionstep Help Center: https://support.actionstep.com/hc/en-us/articles/360053918593-Opening-or-displaying-a-trust-account-as-part-of-a-step-change |