Rocket Matter Knowledge Base Trust Accounting RM Trust: How to make an adjustment to a Client's Trust Account.

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.

2.  Click on the trust account name that you desire to make the adjustment to.

3. Now, while only viewing trust transactions for this specific account, select 'Add Adjustment' to enter an adjustment for this trust account.

4. Enter the adjustment type (credit or debit), the date, the amount, and a description. Click on 'Add' to save these changes.