Displaying a Trust Account Transfer Amount in Bill

Problem 

Can I show a trust account transfer amount in the bill? 

Solution

You can attach a trust statement to a bill from the matter toolbar > Bill > select the Raise Trust Transfer field. 

The application automatically selects Print Trust Transfer. 

This will merge a trust statement and save in the Folios of the matter ready to be attached to the bill, once raised. 

Please ensure that your Bill form is setup to fetch the values for Trust Transfer.