Trust deposit correction

Owned by Jade Bachand (Unlicensed)
Last updated: Dec 07, 2020 by Marianne Desrosiers (Unlicensed)
2 min read

This article explains how to correct a trust deposit

  1. Go in Transactions and click on the pencil (Edit button) next to the transaction you wish to correct.

     

  2. Click on Trust.

     

  3. Click on Add Deposit.

     

  4. Select Correction as the Transaction Type.

     

  5. Enter all mandatory information for the deposit ( * )

For the receipt number we suggest that you use the same number as the amount originally deposited.

The next steps are the same as a normal trust deposit, see the article How to add a deposit to a Transaction for more details.

6. Click on Save and Close.

Completed!