To setup your Trust Account you can follow the instructions below:
- Click Clients from your gray menu bar and select any client
- Go to their Trust Account tab to the right
- First, click the plus icon to add a new Bank Account (Note: Account Name, Bank Name, and Account Number are required but do not link up to your actual bank account)
- Once you click to add the bank account go ahead and select this account from your drop down.
- Once this is completed, you can click Add Deposit to add funds into your account.
Once the funds are available in your Trust you can Add Disbursements for a third party vendor or pull funds from your Trust to your Operating. To learn how to do this, click here.
Note* If you do not have access to "Trust Accounting" you may have signed up for a standard plan which does not include Trust Accounting. Please contact Support at 877-245-5484 x2 or email Support@bill4time.com to assist you with switching to a Legal plan.