Articles on: Accounts

How to transfer funds to a trust account?

With CaseFox you can delete a trust account transaction; by just few steps mentioned below

Login CaseFox -> Dashboard -> Accounts -> Trust Account -> Transfer Funds -> Save

Login to CaseFox.
Go to the dashboard, to the left corner you will find the left side bar.
Choose Accounts from the left side bar.
Go to the desired trust account.
On the right hand side, click on the button “Transfer Funds”
Fill in the details
Click on save.

Updated on: 15/11/2023

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