Can I delete trust accounting entries?

Kat Sinclair

As long as you have Admin privileges you can edit and delete Trust activity but keep in mind, there is not a way to bring them back.

Select Clients from the main menu
Click on the desired client
Go to their Trust Account tab to the right
Click on the desired lined item you wish to Edit (if it's not shown, pull down the Project option to choose General Project Trust + All Project Trusts to pull any transaction)
Click the Delete button
Click the Ok button

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