Automatic Trust Check Requests

When the Automatic Trust Check Requests feature is turned on, Abacus Accounting will automatically create a trust check request for all bills that have trust transfers. The request is made at the time the actual bill is posted. Note that the process is not completely automated. Although a trust check request is generated to apply trust money to the bill, you will still need to process the trust check request.

Checks generated through the auto trust check feature will first be applied to the prior balance of the current invoice starting from the oldest invoice making up the prior balance. Within the prior balance invoices, the payments are applied in the order of Hard Costs, Soft Costs, Taxes, Fees and Late Charges.

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