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.
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: 23/03/2023
Thank you!