RM Trust: How to make an adjustment to a Client's Trust Account.
1. While viewing your client's profile, click on the trust balance on the right-hand side.
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2. Click on the trust account name that you desire to make the adjustment to.
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3. Now, while only viewing trust transactions for this specific account, select 'Add Adjustment' to enter an adjustment for this trust account.
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4. Enter the adjustment type (credit or debit), the date, the amount, and a description. Click on 'Add' to save these changes.
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