In this article, we will be looking at how to post a Deposit to a client transfer.

To start, head to Postings > Deposit > Transfer Deposit to Client.  

1. Type in the Client Number as Matter Code. This will then generate the client’s deposit account and their additional info.
2. Input the Amount that you would like to move from the deposit account and back into the client account. 
3. Next, type in the Reference code and the Narrative—on why you’re transferring the money from the deposit to the client. 
4. Next, enter the date using the calendar prompt and once done, click Post. That will then move the said amount from the deposit account to the client account.

Please watch the training video below for demonstration: