Transferring Matter Trust Activity

You can transfer trust activity from one matter to another.

1. Select Trust > Transfer Matter Trust Activity. The Transfer Matter Trust Activity window appears.
   
   

2. Under From, select the matter that is currently associated with the trust activity you want to transfer.

3. Under To, select the matter that you want to be associated with the trust activity.

4. Under Date Range, select the type of transfer you want to perform. Select:

   1. All Activity to transfer all trust activity.

   2. Date Range to transfer only the transactions on or between the dates you specify. When you select this option, date boxes appear letting you set the start and end dates for the date range.

5. Click Transfer.