Overview
Transactions consists of Payments, Withdrawals, Transfers and Adjustments.
Payments include funding a trust, making a payment from a trust to operating, and making a payment directly from a client to operating.
Withdrawals include refunding money from a trust to the client, refunding money from operating to a client, and disbursing funds from a trust to a person other than the client.
Transfers are simple transfers between client or case trusts for the same client.
Adjustments include manual adjustments to a case balance, starting amounts for a trust, or starting balance due for a client.
Views
The Transactions section has two ledgers: Account and Trust. You can toggle between these views by making a selection in the dropdown on the right.
The Account view shows invoices, adjustments, and payments to balances. This is a quick way to see what the current balance is.
The Trust view shows all transactions related to client and matter trusts. Outlaw Practice supports a blend of client and matter trust(s) in the same case. For example, if there are two clients, Bob Doe and Linda Doe, you will see columns for Bob Dole, Linda Doe, and one for the case trust (which will usually have a code like 2022-A-0001).