The Matter Trust window offers an alternative view of trust transactions for a specific matter, providing convenient access without the need to generate a trust ledger or trust statement unless those documents are required to be sent to the client.
The Matter Trust window can be accessed by:
1. From the Matters window, highlight the specific matter you want to view the list of transactions for
2. From the ribbon up the top, click on Matter Details
3. From the left hand panel, click on Trust
4. You will then see a list of every single trust transaction entered for that matter, as well as a trust balance in 2 places and a controlled money balance
5. From this window, you are able to (provided you have sufficient security permissions) Receipt, Withdraw, Transfer, Reverse & print transactions as you would from the trust money window. The difference here is that when clicking from this window, the matter will be pre-populated.
