/
Opening a Matter Trust Account

Opening a Matter Trust Account

Owned by Dakota Martin
Last updated: Dec 12, 2023 by Robert Butler

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

 

Opening a Matter Trust Account in Actionstep Help Center

 

Hands-on

Hands-on

Open a trust account on a matter.

 

Continue to Trust Receipts =>

Related content