How to Delete or Correct Trust Account Deposits in MyCase
Managing trust account deposits is a common requirement when using MyCase, and occasionally, issues like duplicate entries, mistakenly recorded deposits, or incorrect allocations arise. Below are step-by-step instructions for resolving such issues effectively.
Steps for Deleting or Correcting Trust Deposits
General Navigation
Access the Contact Profile: Ensure you’re in the contact's page under the Billing tab, not the case
Open Trust History: Within the Billing tab, locate Trust History to find the transaction you wish to manage.
For Offline Deposits
Offline deposits can typically be deleted if no associated funds have already been used. If used, reverse all payments made from the deposit before attempting deletion.
Offline deposits can only be deleted if the funds are in the original trust allocation (either allocated to a specific case or unallocated). You may need to click on Trust Allocations and re-allocate funds to the original deposit location.
To delete: Locate the specific transaction in Trust History. Click the View button on the right to expand options. Select Delete to delete the entry.
For Online Payments
Online transactions cannot be deleted. If needed, they can be refunded.
Special Considerations
User Interface Notes: The "Delete" button may occasionally be hidden by other interface elements like chat windows. Adjust or close these elements to view the "Delete" button.
Restored Funds: Deleting a withdrawal from a trust account will automatically restore those funds to the client’s balance.
By following these instructions, you’ll be able to manage trust deposits accurately and effectively in MyCase.