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  1. mattero Knowledge Base
  2. Trust Accounting
  3. Usage

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Usage

Creating, configuring, and recording activities in Trust accounting, as well as all general Trust features available in mattero.

  • Create a Trust Receipt and View Trust Records
  • Create a Trust Record Deposit Listing and View the mattero Cash Book
  • Create a Trust Payment
  • Create a Trust Record Invoice Payment (Trust to Office Transfer)
  • Move Trust Funds between Matters (Create a Trust Journal)
  • Statutory Deposits
  • Cancel a Trust Record

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