Client Trust Reimbursement

How to reimburse a check from the Client Trust. 

• Navigate to the Settlement Tab.

• Navigate to the Client Trust page of the Settlement Tab.

• Navigate to the Trust Reimbursement button at the top of the page.

• A pop-up window will appear. 
• Enter the check number and amount of the trust reimbursement check being deposited back into the client trust account.

• Click Save at the bottom right of the pop-up window.
• The changes will be reflected on the Client Trust page.