Billing Q&A: Transferring Client Funds Between Matters

April 2019    Tags: , ,

I made a client funds deposit into the wrong client matter by mistake. How can I transfer the funds to the correct matter?

Moving funds from client to client in Client Funds can be accomplished by withdrawing the funds from the matter you mistakenly deposited it to. During the withdrawal process, you have the option of depositing it into another matter’s account.

To transfer client funds

  1. From the File menu, point to Open and select Client Funds.
  2. Enter the Client ID for which you mistakenly deposited funds.
  3. Select a Type of Withdrawal.
  4. Enter the desired description.
  5. Press Ctrl+S.
    1. In the Withdrawal Options window, select the Deposit the Withdrawal amount into Client Funds for Client option and enter the Client ID to which you want to move the funds.
    2. Click OK.
    3. Enter the desired Description for the deposit.
    4. Press Ctrl+S.
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