Deleting Matter Trust Activity

Deleting trust activity deletes transactions from the trust account and the operating account.

Select Trust > Matter Trust Activity. The Matter Trust Activity window appears. Highlight the trust transaction you want to delete and click Delete.

IMPORTANT: You should not delete payments made to/from the trust account. The ledgers will not update correctly. Instead, either void the trust check or add a negative trust deposit. For example, if you write a trust check that is incorrect and you void that check, you can delete both transactions.

If you delete a trust transaction by accident, you must make an adjustment in the general ledger.