If you have recorded a trust transaction incorrectly, you cannot edit the details, it must be cancelled. To cancel a trust record:
- Find the record in the Matter Trust tab or by going to Trust in the left navigation menu, then Trust Ledger.
- Click on the Actions Menu.
- Click on Cancel.
- A window will appear:
Enter a reason for the cancellation, and click Yes.
Once a trust record is cancelled, the cancellation reason is added to the description and a reversal record is created. Cancelled trust records are coloured differently so they can be easily identified.