Trust Accounting

Trust Withdrawals

To enter a Trust Account withdrawal into SILQ, click on the Trust Withdrawal button in the Top Toolbar while in the Trust Money window. You will then be presented with the Add Trust Withdrawal window as per the example above.

Again, you’ll notice all the Red fields are mandatory and need to be filled in, and suggested fields are highlighted in Orange.

  • Transaction Date: The date the withdrawal was done. 

  • Amount: Enter the amount of money you wish to enter into the trust account

  • Payment Type: the options are Cheque and EFT

  • Payee: This is the party that the money in Trust is being issued to

    You can enter a Trust withdrawal for a single matter, and for multiple matters.