Rocket Matter Knowledge Base Trust Accounting RM Trust: How to set a default Trust Account for a single Matter.

RM Trust: How to set a default Trust Account for a single Matter.

The 'default' trust account will be the trust account used to pay invoices or apply payments of any kind, unless otherwise selected.

1. Navigate to the selected matter.

2. Click on 'Edit Matter'.

3. Click on 'Billing Information' to expand the billing section.

4. Under 'Select Trust Account' select the trust account from the drop-down.

Note: The trust account selected and saved will be the default trust account for this matter.

5. To create a new trust account to set as default, select 'Create New Trust Account'.

6. Enter a name for the account, a deposit amount, if any and click 'Create Trust Account'.

7. The default trust account will display on the matter.

8. Click 'Save Matter' to save your changes.