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How do I correct an erroneous transaction on my trust account?
How do I correct an erroneous transaction on my trust account?

Let's face it, mistakes can be made! We've made it easy to correct erroneous deposits, withdrawals, and refunds made to your trust account.

Updated over 3 months ago

Overview

First, open the Contact Details Page for the individual/company that the transaction belongs to. Select the Billing tab, then click on the Trust History sub-tab. MyCase will display every trust transaction made for this individual/company. Locate the erroneous transaction in the ledger.

Once you have located the transaction, you will have two options to correct it: Refund and Delete.

Refund and Delete Options:

Refund: If the transaction is a deposit or payment against an invoice, you can issue a full or partial refund of the funds. To learn more about refunding trust account transactions, click here.

Delete: Any transaction (deposit, withdrawal, transfer) can be deleted. Use this option for situations where you want to remove all record of the transaction.
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