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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 and the Edit Trust Account Pages permission on desired user roles.

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