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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Thursday, October 28th, 2:00 p.m. CDT
Trust Account Management
Join us for this week’s training on October 28th, at 2:00 p.m. CDT as we walk through trust account management.
At the conclusion of the 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