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Opening a Matter Trust Account
Opening a Matter Trust Account
- Dakota Martin
- Robert Butler
Owned by Dakota Martin
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 |
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Open a trust account on a matter. |
Continue to Trust Receipts =>
, multiple selections available,
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