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What do I do when I want to pay someone (other than my company) from the trust?

If you are paying an outside party from the funds in Trust then follow the steps below to track this:

 

  1. Go to Clients from your blue menu bar
  2. Click on the desired client
  3. Click on the Trust Account tab to the right
  4. Click the Add Disbursement button
  5. Put in all of the necessary information
  6. Click the Save button

 

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