Importing Trust Check Requests

Follow these steps to import trust check requests.

NOTE: Users must have administrator rights or access to this feature in their security profile.

Step 1: Create the Import File

Store the trust check information to be imported in a CSV file. The file needs to be formatted as follows:

matter_id,vendor_id,date,amount,description,payee,memo

with a header line and with quotation marks around each element.

Following is an example of a correctly formatted CSV file:

Step 2: Import the Trust Check Information

1. In Abacus Accounting, select File > Utilities > Import.

2. The Import Data window appears. Highlight Trust Check Requests. Then, click the browse button for Input File.
   
   

3. The Import Data - Trust Check Requests window appears. Find and select the trust check request import file (CSV file) and click OK.
   
   

4. Select the correct trust account and click Start.

5. A text file is generated and displayed with the results of the import. Close the window when you are finished.
   
   

6. Successfully imported trust check requests are added to the Trust Check Requests window (Trust > Trust Check Requests)...
   
   
   
   ...and are available to print from the Print Trust Checks window (Trust > Print Trust Checks).