Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Go to the relevant matter and click on the "Matter finances" tab.
Step 2: Select the option "Trust withdrawal" under the Trust group.
Step 3: Be sure to select the Trust account in which the bounced check was deposited.
Step 4: Indicate the date on which the check was returned for insufficient funds.
Step 5: Select the client as the recipient of the trust withdrawal.
Step 6: Enter the amount of the bounced check in the Fee withdrawal or Settlement withdrawal field, depending on where the bounced check was deposited.
Step 7: Select the payment mode.
Step 8: Use the "Comments" section to leave an explanatory note.
Step 9: Click on the green check mark to accept the transaction.
Result:
The client's bounced check that had been deposited in trust is cancelled.