Trust Accounting Q&A: Entering a Manual Check

January 2021    Tags: ,

We had to hand write a check from a client’s Trust account. How do we record that check in Trust Accounting?

You can easily add a manual check with a specific check number into Trust.

To add a manual check

  1. From the File menu, point to Open and select Transaction.
  2. Select the Trust ID.
  3. Select a Type of Check.
  4. Enter the Check # for which you manually wrote a check.
  5. Enter any other information as needed.
  6. Press Ctrl+S.
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