RM Trust: How to create and add an additional Trust Account for a Client.

1. Using the global search bar, navigate to the Client's Contact record.

2. Select '+Add New' and 'Trust Account'.

3. The Contact record will auto-populate. Simply enter your desired name for this Trust Account and the deposit amount, if applicable. Then, click 'Create Trust Account'.

4. Now while viewing the Client's Contact record, select the 'Balance'.

5. Now in the List view, you can see all trust transactions across all Trust Accounts for this Client.

In the list view, you'll find the following columns: Last Deposit Date, Account Name, Client, Last Deposit Amount, and Balance.

  • Last Deposit Date: Shows the date of the most recent deposit. Trust accounts are automatically created for new clients, and if there haven't been any initial deposits or subsequent deposits, you'll see "N/A" in this column.
  • Account Name: Name of the trust account.
  • Client: The client name.
  • Last Deposit Amount: This column reflects only payment amounts and doesn't include credit adjustments.
  • Export List: The "Export List" option will only export the currently displayed data. You have the option to specify the number of items you want to include in the exported list by using the "Display _ items" drop down. Alternatively, you can choose the "ALL" option to display and export all trust accounts.