Each week we will be providing live training and Q&A sessions for all Centerbase clients. Be sure to register ahead of time and we’ll send a calendar invite right to your inbox!
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Trust Account Management
Join us for this week’s training on Thursday, September 29th, at 2:00 PM CDT, as we walk through trust account management.
At the conclusion of this week’s training, you will be able to:
- Determine which system settings affect trust accounting behavior
- Create a new matter trust account
- Deposit funds to a trust account
- Apply trust funds to a bill
- Disburse trust funds to a vendor
- Refund trust funds to a client
- Transfer trust funds from one client’s matter to another