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CommunityPlease help. incorrect amount deposited to trust account. Client X has matter A and B, She gave us cash $3500 (Matter A $1000 and Matter B$2500). However, when I processed the deposit in the bank, I accidently put $3500 in one transaction.
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Please help. incorrect amount deposited to trust account. Client X has matter A and B, She gave us cash $3500 (Matter A $1000 and Matter B$2500). However, when I processed the deposit in the bank, I accidently put $3500 in one transaction.

Leo Ren (Customer) asked a question.

24 March 2021 at 5:14 PM
Please help. incorrect amount deposited to trust account.
Client X has matter A and B, She gave us cash $3500 (Matter A $1000 and Matter B$2500). However, when I processed the deposit in the bank, I accidently put $3500 in one transaction.

How can I sort it out? Thank you

  • 1 answer
  • 288 views

  • Sebastian Figg (LEAP Dev)

    Hi @Leo Ren (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    In this scenario, we would suggest a trust journal transfer is done. See this article for detailed instructions on how to do this.

     

    Furthermore, ensure you write a detailed description/memo advising why the funds were transferred.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

  • Sebastian Figg (LEAP Dev)

    Hi @Leo Ren (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    In this scenario, we would suggest a trust journal transfer is done. See this article for detailed instructions on how to do this.

     

    Furthermore, ensure you write a detailed description/memo advising why the funds were transferred.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Sebastian.

    Expand Post
    Selected as Best

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Please help. incorrect amount deposited to trust account.
Client X has matter A and B, She gave us cash $3500 (Matter A $1000 and Matter B$2500). However, when I processed the deposit in the bank, I accidently put $3500 in one transaction.