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Trust and Expense Transactions

The Trust/Expense Transaction feature allows tracking deposits and withdrawals for a case.

Site administrators implement this feature by enabling an Actions menu link on cases.

The list of available transaction types is controlled on the Admin > Lookups > Trust Transaction Types page.

There is a list view element available for use on the case profile.

The Trust Funds Check block can be used on a close case form to prevent closing a case depending on the case's balance.


Graphic: Trust Expense Transactions