Trust Funds Check Block

This block is designed to be used on a close case form. It prevents closing a case (by hiding the Continue button) if the amount in the trust/expense account falls outside the parameters set in the configuration options. In addition to hiding the submit button, the form will display a note in red text explaining that the case cannot be closed.

Configuration Options

• Test Minimum Funds - check the funds balance against a minimum amount you set in the next option.
• Minimum Acceptable Trust Account Funds - defaults to $0.
• Test Maximum Funds - check the funds balance against a maximum amount you set in the next option.
• Maximum Acceptable Trust Account Funds - defaults to $0.