Reverse a trust receipt

Modified on Mon, 12 Feb at 6:23 PM

Problem


I need to reverse a trust receipt because I have incorrectly receipted to the wrong matter or it was receipted to the wrong bank. However I am receiving the message - **Selected receipt can't be reversed...**



Solution


Where you have entered a trust receipt incorrectly and you need to reverse it, and receive this message, you need to check that the funds are cleared. To check this go to the Matter > Matter Menu > Trust > Funds. You will see the funds entered today are set as Uncleared. Select these funds > right click and clear.


You will then be able to reverse the incorrectly entered trust receipt and re-enter.

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