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Opening a Matter Trust Account

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Created by Dakota Martin , last modified on May 10, 2022

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Once Trust Accounting is configured for a matter type in Admin > Trust Accounting, matters of that type can have trust accounts.

https://actionstep.zendesk.com/hc/en-us/articles/360001707208-Opening-a-Matter-Trust-Account in Actionstep Help Center

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Open a trust account on a matter.

Continue to Trust Receipts =>

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