00:00: This tutorial explains how to complete a matter to matter trust transfer in Zola Suite.
00:01: In this video, you will learn the sequential steps to accurately transfer trust funds between matters. It should be noted that this option is specific to trust transfers and not operating retainers.
00:12: Click the Accounting icon to access the trust transfer feature.
00:16: Click the "+" button to start creating a new trust transfer.
00:20: Click transfer, trust /, retainer new to specify the type of transfer. You want to perform
00:26: Click "-Type or Select-" to choose the Primary Client for the trust transfer.
00:31: Click "-Type or Select-" to select the specific source matter for which the Trust funds are being moved from
00:38: Click here to open the source account selection menu. Click on the applicable source trust account.
00:44: Once selection is completed the Account Name and available balance will display.
00:49: Confirm the date of the transfer transaction
00:52: Click "-Type or Select-" to specify the destination trust account for the transfer.
00:57: Click transfer amount to enter the amount to be transferred.
01:01: Enter a description to clarify the purpose of the transfer.
01:05: This is a requirement of the transaction to ensure proper accounting of the transfer.
01:11: Click "Transfer" to complete the matter-to-matter trust transfer process. It should be noted that executing this trust transfer will only impact CARET Legal.
01:20: This video has taught you how to complete a Matter-to-Matter Trust Transfer in CARET Legal by following the sequential steps to select matters, accounts, and transfer amounts. This process ensures accurate and secure transfer of trust funds between matters. For further assistance, explore related tutorials on managing trust accounts and financial transactions within our Knowledge Hub or by emailing trainng@getcaret.com today
00:00: This tutorial explains how to complete a matter to matter trust transfer in Zola Suite.
00:01: In this video, you will learn the sequential steps to accurately transfer trust funds between matters. It should be noted that this option is specific to trust transfers and not operating retainers.
00:12: Click the Accounting icon to access the trust transfer feature.
00:16: Click the "+" button to start creating a new trust transfer.
00:20: Click transfer, trust /, retainer new to specify the type of transfer. You want to perform
00:26: Click "-Type or Select-" to choose the Primary Client for the trust transfer.
00:31: Click "-Type or Select-" to select the specific source matter for which the Trust funds are being moved from
00:38: Click here to open the source account selection menu. Click on the applicable source trust account.
00:44: Once selection is completed the Account Name and available balance will display.
00:49: Confirm the date of the transfer transaction
00:52: Click "-Type or Select-" to specify the destination trust account for the transfer.
00:57: Click transfer amount to enter the amount to be transferred.
01:01: Enter a description to clarify the purpose of the transfer.
01:05: This is a requirement of the transaction to ensure proper accounting of the transfer.
01:11: Click "Transfer" to complete the matter-to-matter trust transfer process. It should be noted that executing this trust transfer will only impact CARET Legal.
01:20: This video has taught you how to complete a Matter-to-Matter Trust Transfer in CARET Legal by following the sequential steps to select matters, accounts, and transfer amounts. This process ensures accurate and secure transfer of trust funds between matters. For further assistance, explore related tutorials on managing trust accounts and financial transactions within our Knowledge Hub or by emailing trainng@getcaret.com today